Advisor Marketing Consultant

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 Consultant!

The Advisor Marketing Consultant helps financial advisor teams grow by turning business goals into focused, actionable marketing strategies. This role serves as the primary strategic marketing partner for a portfolio of advisor teams across the Northeast region.

The consultant analyzes growth opportunities, recommends priorities, develops practical marketing plans, and influences advisors to take action. The role works closely with Practice Management, Advisor Marketing Specialists, and Corporate Marketing to coordinate support and maintain momentum from strategy through implementation. Success requires strong business judgment, confidence working with experienced advisors and senior leaders, comfort using data to make recommendations, and the ability to create accountability without direct authority.

This is a Remote position with some travel (4-6 times per year)

As this will be supporting our Northeast region it is strongly preferred that candidates are located in the EST or CST time zones.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $88,000.00 to $, exclusive of bonuses and benefits.

• Support a portfolio of financial advisor teams across the Northeast region.
• Team size, business maturity, growth opportunity, and marketing needs will vary.
• Engage advisor teams through a structured consulting approach, with meeting frequency and support aligned to business needs and firm expectations.
• Provide strategic marketing consultation to assigned advisor teams and establish clear expectations for agreed growth actions, ownership, and follow-through.
• Coordinate with Advisor Marketing Specialists and other functional partners when execution support is part of the advisor team’s approved plan.
• The consultant continues to own strategy, plan management, communication, and accountability.

• Lead the development and ongoing management of annual marketing plans and budgets for assigned advisor teams, aligned with firm guidance, advisor growth goals, and regional priorities.
• Translate each plan into specific advisor commitments, client and prospect activities, timelines, owners, and measurable outcomes.
• Recommend how advisor teams should use available marketing budgets and monitor utilization throughout the year.
• The consultant may decline or redirect proposed spending that does not align with firm standards, strategy, or expected business value.
• Guide advisor teams in selecting the marketing programs, campaigns, tools, and service options best suited to their goals.
• Adjust recommendations when performance, adoption, or business conditions indicate the current approach is not working.

• Build trusted, influential relationships by understanding each advisor team’s growth goals, business priorities, market dynamics, and execution barriers.
• Lead structured,…