Marketing Coordinator

1420 Rocky Ridge Dr, Roseville, CA 95661, USA

Posted Thursday, October 16, 2025 at 6:00 AM

Capital Planning Avisors is a professional, client‑focused registered investment advisory firm dedicated to making a meaningful difference in the lives of those we serve. Our work is guided by excellence, integrity, and a commitment to long‑term client success. This is an exciting opportunity to join a respected and growing firm in the financial services industry. We seek a collaborative, creative professional eager to play a key role in our firm's ongoing growth and evolution.

The Marketing Manager will oversee creating and implementing marketing initiatives to enhance brand awareness, strengthen client relationships, and support business growth. This role involves strategic planning and hands‑on tasks such as content creation, social media management, and performance analysis. The ideal candidate should have experience working with financial advisors and excel in a dynamic, collaborative environment.

• Develop and implement a content strategy that enhances the firm’s brand across social media platforms (Linked In, Instagram, You Tube, X).
• Ensure all content aligns with brand standards, is engaging, and is optimized for discoverability.
• Collaborate with advisors and internal teams to create thought leadership content that positions the firm as an industry authority.
• Monitor, analyze, and report on content performance; recommend improvements based on engagement metrics and analytics.

• Write and edit marketing materials that humanize the brand and connect with audiences, focusing on financial education, success stories, and values‑driven messaging.
• Adapt content for each platform while maintaining a consistent brand voice and tone.
• Incorporate diverse formats (text, video, images, polls) to enhance engagement.
• Manage the marketing calendar to ensure deadlines and responsibilities are clear and met.
• Engage with social media communities by responding to comments, messages, and brand mentions.

• Conduct quarterly brand audits and competitive analyses to identify opportunities for differentiation.
• Prepare reports including:
• Audience personas and case studies
• Keyword research and SEO opportunities
• Internal/external linking strategies
• Recommendations for on‑page optimization

• Excellent written and verbal communication skills
• Strong research and analytical abilities
• Creative and innovative thinking
• Ability to prioritize and manage multiple initiatives
• Professional judgment, discretion, and keen attention to detail
• Proficiency in budget management

• 5–7 years of marketing experience, with at least 3 years supporting financial advisors or working within the financial services sector.
• A proven track record of driving both strategic initiatives and executing hands‑on marketing efforts.
• Experience in various areas, including media, branding, digital marketing, content creation, events, and communications.
• Strong communication skills with the ability to persuade and collaborate effectively.
• Comfortable working in a dynamic, fast‑paced environment with changing priorities.
• Willingness to challenge the status quo and embrace new approaches.

• Capability to use standard business equipment and technology, with or without accommodation.

Activities take place in an office environment or a secure remote location. The noise level is typically quiet.

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

• You acknowledge that if hired, Blue spring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Blue spring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Blue spring Wealth Partners prohibits any such discrimination or harassment.

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.