Advisor 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 Advisor Marketing Specialist
!

The Advisor Marketing Specialist is a highly collaborative partner to a portfolio of advisor teams. This role is deeply embedded in each team's business goals, practice and voice and is responsible for creating, executing, and optimizing marketing strategies that drive measurable growth. As the closest marketing connection to their assigned advisor teams, the Specialist brings creativity, insight, and proactive guidance to life across email, social, events, and campaigns.

Relationship-focused, results-oriented marketers succeed in a fast-paced environment and shape team-level marketing execution and client experience across Wealth Enhancement.

This is a Remote position, however, candidates must be located in either the EST (preferred) or CST time zones. This role will require travel 2-7 times per year to support team initiatives and events.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $68,000.00 to $80,000.00
, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

• Act as the day-to-day marketing lead for 8-10 advisor teams, becoming an expert in each team’s goals, voice, services, and growth opportunities.
• Conduct proactive campaign planning sessions with advisor teams to uncover needs, provide recommendations, and ensure marketing initiatives align to team-level business goals.
• Partner closely with Advisor Marketing Consultants to ensure each team’s plan ladders up to regional growth priorities.
• Key aspect of role is supporting a handful of teams executing on their marketing goals and initiatives with a big focus on event coordination.
• Align advisor team marketing plan with corporate marketing offerings and adoption of key growth drivers and initiatives using our Advisor Marketing Platform for events, email and social strategies from our content library and advisor crafted content
• Navigate Salesforce: pull reports, analyze dashboards, present client data, create campaigns and report out on results and final budgets (we can teach you!)

• Lead campaign planning and execution using tools like FMG Suite, Canva, Wistia, Wrike, and Salesforce.
• Coordinate collateral development, content customization, email/social/web campaigns, event support, and vendor communications as needed.
• Collaborate with the Creative, Brand, Web, and Compliance teams to ensure timely execution and approval of marketing assets.
• Track results and share post-campaign insights and optimizations with teams and marketing leaders.
• Leverage AI tools to increase content speed, surface new ideas, and streamline recurring marketing processes.

• Foster strong relationships with financial advisors, the advisor marketing team and identifying and highlighting success stories and best practices within the…