Responsibilities

• 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.
• 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.
• 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.

Requirements

• 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
• 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
• Demonstrated, working proficiency with AI writing tools as a core production tool; able to build effective prompts that produce differentiated, on-voice copy output

Benefits

• 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