We are looking for a creative and organized Marketing Coordinator to manage and grow the marketing presence of a financial advisory firm. This role is ideal for someone who enjoys combining creativity with strategy and wants the opportunity to take ownership of a company’s digital presence, client communication, and community engagement.

You will play a key role in helping translate financial topics into clear, engaging content while supporting client events, marketing campaigns, and brand initiatives.

Key Responsibilities

• Create and schedule social media content (LinkedIn, Facebook, YouTube, etc.)
• Write and distribute a monthly client newsletter
• Maintain website content and blog updates
• Help improve the firm’s online visibility and local SEO
• Coordinate client appreciation events and educational seminars
• Assist with community outreach and sponsorship initiatives
• Ensure marketing materials remain professional and consistent with the firm’s brand
• Monitor website inquiries and coordinate follow-up with the advisory team

Qualifications

• 1–3 years of marketing experience
• Strong writing and communication skills
• Experience with marketing tools such as Canva, email marketing platforms, or CRM systems
• Organized and comfortable managing multiple projects
• Self-starter who enjoys working in a small, collaborative environment

Experience in financial services, real estate, insurance, or a related industry is helpful but not required.

What This Role Offers

• Opportunity to take ownership of marketing initiatives
• Direct impact on brand growth and client engagement
• Variety in responsibilities including content, events, and digital marketing
• Collaborative and entrepreneurial work environment

Work Location: In person