Advisor Marketing Specialist

Wealth Enhancement Group; Plymouth (MN); Remote; USD 68,000 - 80,000; Full time

Job summary

Wealth Enhancement Group is seeking an Advisor Marketing Specialist to partner with advisor teams and execute growth-focused marketing across email, social, events, and campaigns.

The role is remote (EST or CST preferred) with travel 2-7 times per year. You will drive strategy, collaboration, and content creation while leveraging CRM tools and AI-enabled processes.

Qualifications

• Bachelor’s degree (or equivalent) in marketing, communications, or a related field
• Minimum of 3 years in marketing or sales enablement preferred
• Financial services marketing experience beneficial, but not required
• Strong project management, communication, and relationship-building skills
• Good working knowledge of Microsoft Word, Excel, Outlook, and PowerPoint
• Ability to function in Wistia, Wrike, Canva, and FMG Suite is a plus
• Technical aptitude: Proficiency with CRM systems; Salesforce a plus
• Ability to manage multiple team relationships and priorities concurrently
• Excellent writing, visual storytelling, and content development skills
• Travel 2-7 times per year to support team initiatives and events

Responsibilities

• Act as day-to-day marketing lead for 8-10 advisor teams
• Conduct proactive campaign planning sessions with advisor teams
• Partner with Advisor Marketing Consultants to align plans with growth priorities
• Support marketing goals and events across teams
• Align marketing plans with corporate offerings and tools
• Navigate Salesforce: reports, dashboards, campaigns, budgets

Skills

Marketing strategy

Campaign planning

CRM

Content creation

Relationship management

Project management

Data analysis

AI tools

Event coordination

Communication

Education

Bachelor’s degree

Tools

FMG Suite

Canva

Wistia

Wrike

Salesforce

Job description

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 UniFi 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 www.wealthenhancement.com.

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.

This position is ideal for a relationship-first, results-oriented marketer who thrives in a fast-paced environment and is excited by the opportunity to help 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.

Primary Job Functions

Strategic Support for Advisor Teams

• 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!)
  

Campaign Execution & Innovation

• 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.
  

Communication & Collaboration

• Foster strong relationships with financial advisors, the advisor marketing team and identifying and highlighting success stories and best practices within the advisor community. Help to document and create processes around successful new initiatives.
• Serve as a key central knowledge hub for each assigned team’s marketing strategy and execution.
• Keep internal stakeholders (e.g., Advisor Marketing Consultant, Advisor Marketing leaders) informed of key campaigns, blockers, and advisor feedback.
• Ensure work is visible and documented, allowing consultant team members to stay out of day-to-day execution while maintaining confidence in outcomes.
• Regularly educate and train advisors and their staff on your marketing recommendations, marketing collateral, and tools available to support all areas of their client and prospect lifecycle.
• Research and stay informed on ideas within and outside our industry to make recommendations and bring new ideas to your advisor teams.
• Take ownership of key advisor enablement projects as needed to help continually enhance our offerings and capabilities.
  

Organic Growth Team Collaboration

• Participate in team-wide meetings, creative brainstorms and campaign showcases.
• Contribute to the development of new tools, templates, or campaign frameworks.
• Identify opportunities to scale successful ideas across advisor teams.
• Serve as a collaborative partner within the team, pitching in on things that wouldn’t normally be on your to-do list as needed.

Improve service quality by using AI and digital tools

• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment.
• Identify and elevate inaccurate information and knowledge gaps, or issues related to digital tools

Education & Qualifications

• Bachelor’s degree (or equivalent experience) in marketing, communications, or a related field
• Minimum of 3 years in marketing or sales enablement preferred
• Financial services marketing experience beneficial, but not required
• Strong project management, communication, and relationship-building skills
• Good working knowledge of Microsoft Word, Excel, Outlook, and PowerPoint
• Ability to function in Wistia, Wrike, Canva, and FMG Suite is a plus!
• Technical aptitude: Ability to learn new applications, technologies and AI quickly. Proficiency in working with CRM systems required, Salesforce a plus.
• Ability to manage multiple team relationships and priorities concurrently
• Excellent writing, visual storytelling, and content development skills
• Travel 2-7 times per year to support team initiatives and events

Core Competencies

• Empathy: Ability to put yourself in an advisor’s shoes and understand the dynamics of their practice.
• Results-oriented: Tenacious about meeting and exceeding goals.
• Analytical: Able to make business decisions based on data.
• Excellent communication skills and exceptional customer service mindset.
• Able to strategically apply marketing expertise and creativity to develop effective marketing solutions.
• Attention to detail is critical.
• Persuasive polished and