Financial Advisor Marketing Specialist
USA (Remote)
Posted 3 hrs ago
Job Summary
Own and grow client accounts by leading strategy, reporting, and optimization of Meta campaigns focused on lead generation and appointments.
- Own a portfolio of client accounts and serve as the primary contact
- Lead bi-weekly calls and optimize campaigns for cost per appointment
Job Description
Responsibilities
- Own a portfolio of client accounts and serve as the primary point of contact
- Lead bi-weekly client calls covering performance, strategy, priorities, and next steps
- Prepare and send bi-weekly performance reports at least 24 hours before scheduled calls
- Translate campaign data into clear, actionable recommendations for non-technical clients
- Build strong client relationships that support retention, renewals, and referrals
- Solve account issues proactively to support stability and growth
- Build, launch, and optimize Meta campaigns focused on lead generation and appointment booking
- Manage budgets, audience targeting, bid strategies, creative testing, and campaign variables
- Monitor performance daily and make adjustments based on cost-per-appointment and other key metrics
- Diagnose underperforming campaigns and develop strategies to improve results
Requirements
- 4+ years of hands-on paid media experience, with a strong focus on Meta advertising
- Experience simultaneously managing multiple client accounts and leading client-facing conversations
- Proven ability to manage campaigns toward defined performance targets while supporting client retention
- Experience with conversion tracking, pixels, and basic marketing automation
- Strong communication, organization, and problem-solving skills
Preferred
- Financial services marketing
- Lead-generation and appointment-setting campaigns
- Video sales letter marketing
- High-ticket or considered-purchase funnels
- Direct-response advertising
Benefits
- Paid Time Off, including vacation, sick time, and public holidays
- Training & Development
- Work From Home
- Flexible Schedule
- Performance Bonus
Clients Blackbox, Inc.
At Clients Blackbox, we specialize in building scalable, predictable growth systems for retirement planning RIAs. Our exclusive Performance Branding System helps firms acquire $1.5M AUM clients for up to 60% cheaper.With over $10M invested and 3,000+ tests conducted exclusively for retirement-focused RIAs, we’ve perfected a system that delivers compliance-ready, high-quality leads your advisors will love. From 90-second video ads to Typeform qualification and seamless Calendly scheduling, our proven funnel delivers results consistently.✨ What We Do:📈 Develop compliant, retirement-specific campaigns tailored to your firm.🎯 Optimize ad spend with precise targeting and data-driven insights.💻 Provide unlimited IT support for tools like Calendly, Zoom, and Salesforce.📊 Aggregate industry-wide data to keep your firm ahead of the curve.🤝 Deliver founder-led, boutique care with senior-level oversight on all campaigns.✨ Why Work With Us?💰 Clients achieve $4.5M–$6M AUM monthly from 3–4 new clients.🚀 Unlike generalist agencies, we exclusively serve retirement-focused RIAs for unparalleled expertise.At Clients Blackbox, you’re not just another number. We combine the agility of a boutique firm with enterprise-level execution, ensuring every dollar of ad spend is maximized.📩 Ready to scale your AUM predictably? Let’s talk about how we can help.
Salaries
Posted range
$65K/yr – $90K/yr
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