The Advisor Marketing Specialist builds and executes marketing campaigns targeting independent financial advisors. The firm has a strong outbound prospecting engine; this role owns the inbound side, which is largely undeveloped.

This is a hands-on role for a marketing generalist who executes. You will run campaigns, produce content, and launch new initiatives working directly with leadership.

Key Responsibilities

• Create and execute email marketing campaigns targeting independent financial advisors
• Design marketing graphics, presentations, digital assets, and campaign materials
• Plan, produce, and distribute video content across multiple platforms
• Develop direct mail campaigns from concept through print and delivery
• Build and maintain landing pages supporting campaign initiatives
• Manage social media content, scheduling, and distribution
• Coordinate marketing around webinars, events, and recruiting campaigns
• Run paid advertising on a limited basis, monitor results, and recommend next steps
• Test new messaging and outreach strategies to increase advisor engagement
• Use AI tools to improve content creation and execution speed

Required Qualifications

• Experience with graphic design and video editing
• Experience with email marketing platforms
• Proven ability to take a project from concept to completion independently
• Strong organizational skills across multiple concurrent initiatives

Preferred Qualifications

• B2B marketing experience
• Experience creating, managing, and optimizing digital funnels
• Proficiency with Canva, Adobe Creative Suite, or similar
• Experience with AI-powered content creation
• Financial services experience

Technology

• Email marketing platform experience required
• Design and video editing software proficiency
• Microsoft Office Suite proficiency

Ideal Candidate Profile

• Creative and self-directed
• A doer who executes rather than only plans
• Comfortable building a program from the ground up
• Organized under competing priorities
• Motivated by ownership and direct access to leadership