Marketing Specialist

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.

For more information, please visit

We have an exciting opportunity for a
Marketing Specialist
! The Marketing Specialist supports the FocusPoint Solutions team by coordinating, developing, and producing advisor-facing and B2B marketing materials that are clear, brand-aligned, compliant-ready, and easy to use. This role helps translate marketing strategy into practical content, creative assets, campaign resources, and program materials that support advisor growth, business development, onboarding, events, digital marketing, and sales enablement in a fast-moving, regulated financial services environment.

This is a
Remote
position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is$80,000 to $90,000
, exclusive of bonuses and benefits.

• Create, edit, and update advisor-facing and B2B marketing materials, including flyers, one-sheets, worksheets, checklists, campaign kits, presentations, social posts, email copy, website content, and sales enablement resources.

• Translate marketing strategy, campaign direction, and stakeholder input into clear, practical materials that support advisor growth, business development, onboarding, events, webinars, and lead generation.

• Draft and refine content for advisor bios, firm stories, value propositions, launch communications, landing pages, resource descriptions, calls to action, and follow-up communications.

• Review materials for clarity, tone, grammar, formatting, brand alignment, content completeness, and audience relevance before stakeholder or compliance review.

• Maintain consistency across FocusPoint Solutions messaging, Wealth Enhancement brand standards, advisor-specific branding, and approved language.

• Partner with design and digital marketing resources to ensure content is accurate, design-ready, properly formatted, and aligned with the intended use of each deliverable.

• Repurpose approved content into scalable templates, toolkits, copy blocks, campaign assets, and reusable resources.

• Develop and update templated creative assets, including social graphics, email graphics, event and webinar visuals, simple web graphics, PDFs, presentation materials, and advisor-facing digital resources.

• Resize, adapt, format, and version creative assets across FocusPoint Solutions, Wealth Enhancement, and advisor-specific brands using approved templates and brand standards.

• Format PowerPoint presentations, advisor decks, webinar slides, and sales materials for readability, consistency, and polished delivery.

• Support basic website and CMS updates, including text edits, image replacement, downloadable resource updates, metadata direction, page QA, and web-ready content formatting.

• Prepare proofs, PDFs, image exports, working drafts, and compliance-ready layouts for review and approval.

• Check final materials for visual consistency, formatting accuracy, image quality, broken links, typographical errors, disclosures, and file references.

• Maintain organized working files, final assets, source files, templates, and reusable creative resources according to team standards.

• Coordinate marketing projects from intake through final delivery by organizing source materials, confirming deliverables, tracking timelines, managing revisions, and supporting follow-through.

• Collaborate with the Marketing Manager, Digital Marketing Designer, sales, business development, product, operations, compliance, digital enablement, SEO, CRM/automation, advisors, vendors, and other internal stakeholders.

• Clarify project needs by gathering missing inputs, documenting open questions, identifying dependencies, and communicating next steps.

• Facilitate review cycles by consolidating comments,…