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Introducing ClickONE: A unified, AI-powered operating system designed to reduce the "swivel-chair" of disconnected systems.
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Introducing ClickONE: A unified, AI-powered operating system designed to reduce the "swivel-chair" of disconnected systems.
See How It Works
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• Advisors Solutions
  

Technology
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If you’re an Advisor seeking a new career opportunity, click here to schedule a meeting.
“RFG is the best firm no one has heard about yet.”
We Are RFG Advisory
Building the #RIA of the Future
There’s never been a more exciting time to work in wealth management – and RFG Advisory is at the forefront of the industry.
We are building the #RIA of the Future to serve Independent Advisors. Our award-winning support platform empowers Advisors to deepen their 1-1 client relationships, attract new prospects, and grow organically by 5x compared to the industry average.
What We Offer
“IF SOMEONE OFFERS YOU A SEAT ON A ROCKET SHIP, YOU DON’T ASK ‘AISLE OR WINDOW’ – YOU JUST CLIMB ON BOARD.” – RICK WEDELL, CIO
You should be excited to go to work. You should love who you work with. You should be inspired by the mission. You should feel challenged, appreciated, and energized.
We are committed to building an inspirational workplace that puts our team first so we can wake up every morning to CRUSH IT for our clients.
Competitive Salary & Bonus
We’re committed to rewarding your talent and ambition. With competitive salaries and a bonus program designed to recognize exceptional performance, we invest in our team just as they invest in us.
Comprehensive Benefits Package
Health, dental, vision, life, and disability insurance, as well as ancillary benefits like IDShield, LegalShield, and pet insurance. We also offer parental leave.
Paid Vacation & Holidays
We celebrate taking time off to recharge. Start off with 20 days of PTO each year and 14 holidays, including all stock exchange holidays.
One-Team, One-Dream Mindset
Monthly town hall, roundtable calls and training for tech and compliance, regular huddle calls, functional team check-ins, quarterly performance checks.
Community Involvement
We participate in Crush It for Charity, our annual firm-wide event raising money for The Boys & Girls Club, St. Jude's, and Alzheimer’s Association. Team members also receive 8 hours each year of paid Charitable Workday time.
Swag
It isn’t just about looking good – it’s about feeling part of something great. RFG’s lineup includes everything you need to showcase your team spirit, whether you're in the office or on the go.
Join the RFG Advisory Team
We are building a team of A-players only. Ours is a mission fueled by passion, enthusiasm, and grit. We like to say, “Look left, look right – there’s a force multiplier.” We make mistakes, we practice radical candor, we iterate to excellence, we love big.
If you want to be a part of building something special, we’d love to meet you!
Open Opportunities
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Marketing Specialist, Advisor Branding
RFG Headquarters

• Full-time
• Intermediate
  

About The Position
Every Advisor who joins RFG Advisory is building something from scratch: a firm name, a visual identity, a website, a voice. The Marketing Specialist, Advisor Branding is the person who guides that build. This is a creative and strategic role for someone who can sit across from an Advisor, help them articulate who they are and who they serve, and then own the entire brand development process through to launch. If you have spent time in agency life and want to take those skills somewhere the work has lasting impact, this is that opportunity.
Location: Birmingham, AL (Hybrid)
Reports to: Senior Director, Advisor Marketing Strategy
What You'll Do
Advisor Brand Strategy & Discovery

• Lead the brand discovery process for every new Advisor from marketing kickoff through the full development phase, establishing their voice, positioning, niche, values, and visual direction before any creative work begins.
• Develop a clear brand brief for each Advisor that drives every creative decision that follows.
• Guide Advisors through the brand development process with clarity and confidence; many have never built a brand before and need a consultant who can translate abstract ideas into concrete creative direction.
• Identify each Advisor's Ideal Client Profile during discovery and use it to inform messaging, copy, and visual direction throughout onboarding.
  

Creative Direction & Design Review

• Review all creative deliverables from the external creative partner against the Advisor's brand brief before anything reaches the Advisor.
• Evaluate brand concepts with a trained design eye: color palette logic, typography hierarchy, logo mark strength, visual consistency, and how the system holds across digital and print applications.
• Provide structured, specific creative feedback that references the brief and advances the work.
• Enforce RFG brand isolation standards; no visual identifiers, color systems, or creative elements are shared across Advisor firms under any circumstances.
  

AI-Assisted Copywriting & Content Development

• Use AI writing tools to produce first-draft Advisor copy across all onboarding deliverables including website copy, bios, service descriptions, social profiles, and campaign content.
• Build and maintain a prompt library specific to the Advisor brand and onboarding function; prompts should produce Advisor-differentiated output, not generic financial services copy.
• Edit and refine AI-generated drafts with a sharp editorial eye; the output that reaches an Advisor must read as written by someone who knows their story.
• Develop AI workflows that reduce time from site visit to first draft to under 48 hours for standard onboarding deliverables.
  

Advisor Onboarding Lifecycle Ownership

• Own the full Advisor marketing onboarding lifecycle from kickoff through Primetime launch; serve as the Advisor's primary point of contact for brand, creative, and marketing throughout.
• Manage onboarding timelines against each Advisor's Primetime date; maintain an accurate onboarding tracker and deliver weekly status updates to the Senior Director.
• Conduct a pre-Primetime readiness check before launch; confirm all platforms, brand assets, and compliance approvals are in place.
• Manage multiple simultaneous onboarding cycles without loss of quality, communication, or timeline discipline.
  

Digital Platform Setup & Vendor Management

• Coordinate website build and content workflows with the development partner; deliver a complete package of brand assets, approved copy, photography, and credentials before the build begins.
• Build and submit email signatures; set up and configure all required social media profiles in accordance with RFG compliance guidelines.
• Serve as the primary day-to-day contact for the external creative and website development partners; communicate all project briefs, revision feedback, and approvals in writing.
• Track vendor deliverable schedules and escalate delays to the Senior Director before a Primetime date is at risk.
  

Compliance Coordination

• Ensure all Advisor-facing marketing materials meet SEC Rule 206(4)-1 and applicable FINRA standards before submission to compliance review.
• Submit materials with complete supporting documentation including Advisor approval confirmation and brand approval record.
• Build compliance review time into every onboarding timeline; no Primetime date is set without confirming compliance review is accounted for.
  

Requirements
Experience

• 3–5 years of experience in brand, creative, or marketing; ideally in an account management or client-facing role at a creative or brand agency
• Demonstrated experience owning a client relationship end-to-end: translating business needs into creative direction, managing production, and delivering a finished brand or campaign
• Strong writing and editorial skills; able to produce clean, Advisor-differentiated copy and recognize the difference between generic financial services language and a brand voice that actually sounds like someone
• Experience managing concurrent projects against fixed deadlines across multiple clients or accounts
  

Skills & Competencies

• Genuine design sensibility; able to evaluate a brand system and articulate clearly whether it is working, why, and what needs to change
• Fluency with design fundamentals: color theory, typography, visual hierarchy, logo mark evaluation, and how brand systems translate across applications
• Confident communicator who can hold a brand conversation with an Advisor, give direct feedback to a vendor, and escalate to a senior leader with context and a recommendation
• Ownership mentality; surfaces problems with recommended solutions, builds structure where there is none, and leaves the function better than they found it
• Thrives in a lean, fast-moving environment where priorities shift and the quality bar stays constant
  

Technology & Tools

• Demonstrated, working proficiency with AI writing tools as a core production tool; able to build effective prompts that produce differentiated, on-voice copy output
• Proficiency with design and layout software; able to work within brand guidelines and evaluate agency output with confidence
• Experience with project tracking, CRM, content management, and file-sharing platforms
• Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, creative workflows, and onboarding efficiency
  

Education

• Bachelor's degree in Marketing, Communications, Design, or a related field; or equivalent professional experience
  

Company
RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.
www.RFGadvisory.com/awards
This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process.
Benefits And Compensation
Salary: $80,000-$85,000

• Competitive salary + bonus pool
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support
  

Apply for this position
Read our Candidate and Employee Privacy Policy
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Advisors Solutions
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• Technology
• Back Office Solutions
• Transition Services
• Capital Solutions
• RFG Talent
• Investment Solutions
• Compliance
• Strategic Coaching
• Advanced Planning
• Marketing and Growth
• IT
• Technology
• Back Office Solutions
• Transition Services
• Capital Solutions
• RFG Talent
• Investment Solutions
• Compliance
• Strategic Coaching
• Advanced Planning
• Marketing and Growth
• IT
  

RFG Programs
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• StrongHer Money
• The Human Side of Money
• StrongHer Money
• The Human Side of Money
  

Resources
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• Podcasts
• Newsletters
• Blog
• Newsroom
• Video Series
• Podcasts
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• Newsroom
• Video Series
  

About
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• Our Story
• Meet Our Team
• Our Awards
• Careers
• Our Community
• Contact Us
• Our Story
• Meet Our Team
• Our Awards
• Careers
• Our Community
• Contact Us
  

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.
Insurance products and services are offered through a number of insurance providers, including RFG Solutions LLC, an affiliated company of RFG Advisory.
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Schedule a Call
Every Advisor who joins RFG Advisory is building something from scratch: a firm name, a visual identity, a website, a voice. The Marketing Specialist, Advisor Branding is the person who guides that build. This is a creative and strategic role for someone who can sit across from an Advisor, help them articulate who they are and who they serve, and then own the entire brand development process through to launch. If you have spent time in agency life and want to take those skills somewhere the work has lasting impact, this is that opportunity.
Location: Birmingham, AL (Hybrid)
Reports to: Senior Director, Advisor Marketing Strategy
What You'll Do
Advisor Brand Strategy & Discovery

• Lead the brand discovery process for every new Advisor from marketing kickoff through the full development phase, establishing their voice, positioning, niche, values, and visual direction before any creative work begins.
• Develop a clear brand brief for each Advisor that drives every creative decision that follows.
• Guide Advisors through the brand development process with clarity and confidence; many have never built a brand before and need a consultant who can translate abstract ideas into concrete creative direction.
• Identify each Advisor's Ideal Client Profile during discovery and use it to inform messaging, copy, and visual direction throughout onboarding.
  

Creative Direction & Design Review

• Review all creative deliverables from the external creative partner against the Advisor's brand brief before anything reaches the Advisor.
• Evaluate brand concepts with a trained design eye: color palette logic, typography hierarchy, logo mark strength, visual consistency, and how the system holds across digital and print applications.
• Provide structured, specific creative feedback that references the brief and advances the work.
• Enforce RFG brand isolation standards; no visual identifiers, color systems, or creative elements are shared across Advisor firms under any circumstances.
  

AI-Assisted Copywriting & Content Development

• Use AI writing tools to produce first-draft Advisor copy across all onboarding deliverables including website copy, bios, service descriptions, social profiles, and campaign content.
• Build and maintain a prompt library specific to the Advisor brand and onboarding function; prompts should produce Advisor-differentiated output, not generic financial services copy.
• Edit and refine AI-generated drafts with a sharp editorial eye; the output that reaches an Advisor must read as written by someone who knows their story.
• Develop AI workflows that reduce time from site visit to first draft to under 48 hours for standard onboarding deliverables.
  

Advisor Onboarding Lifecycle Ownership

• Own the full Advisor marketing onboarding lifecycle from kickoff through Primetime launch; serve as the Advisor's primary point of contact for brand, creative, and marketing throughout.
• Manage onboarding timelines against each Advisor's Primetime date; maintain an accurate onboarding tracker and deliver weekly status updates to the Senior Director.
• Conduct a pre-Primetime readiness check before launch; confirm all platforms, brand assets, and compliance approvals are in place.
• Manage multiple simultaneous onboarding cycles without loss of quality, communication, or timeline discipline.
  

Digital Platform Setup & Vendor Management

• Coordinate website build and content workflows with the development partner; deliver a complete package of brand assets, approved copy, photography, and credentials before the build begins.
• Build and submit email signatures; set up and configure all required social media profiles in accordance with RFG compliance guidelines.
• Serve as the primary day-to-day contact for the external creative and website development partners; communicate all project briefs, revision feedback, and approvals in writing.
• Track vendor deliverable schedules and escalate delays to the Senior Director before a Primetime date is at risk.
  

Compliance Coordination

• Ensure all Advisor-facing marketing materials meet SEC Rule 206(4)-1 and applicable FINRA standards before submission to compliance review.
• Submit materials with complete supporting documentation including Advisor approval confirmation and brand approval record.
• Build compliance review time into every onboarding timeline; no Primetime date is set without confirming compliance review is accounted for.