Digital Marketing & Video Specialist

Responsibilities

• Video Production & Content
• Develop video topics, outlines, and scripts with our advisors.
• Prepare and operate cameras, lighting, microphones, and other recording equipment.
• Coordinate regular recording sessions and help advisors communicate comfortably on camera.
• Edit footage, improve audio, and add captions, graphics, and branding.
• Produce educational videos, short clips, event promotions, firm introductions, and client communications.
• Repurpose recordings into content for YouTube, social media, email, and our website.
• Maintain organized footage, project files, finished assets, and equipment.
• Digital Advertising
• Build and manage Google Ads and Facebook and Instagram campaigns through Meta Ads Manager.

Requirements

• Demonstrated experience personally filming and editing video.
• Hands-on experience building and managing Google Ads and Meta advertising campaigns.
• Graphic design experience, with examples of materials personally created.
• Experience creating email campaigns and automated follow-up sequences.
• Proficiency with professional video-editing software and Canva, Adobe Creative Suite, or comparable design tools.
• Strong writing, editing, organization, and project management skills.
• Comfort using advertising platforms, email marketing systems, website content tools, and analytics.
• Ability to take ownership, manage multiple deadlines, and independently move projects from concept to completion.
• Willingness to learn financial planning topics and work within a compliance review process.
• Experience in financial services or professional services marketing is helpful but not required.

Preferred

• Experience in financial services or professional services marketing is helpful but not required.
• Prior event coordination experience is helpful but not required.

Benefits

• 401(k)
• Paid time off