Remote Marketing Assistant for Wealth Advisory Growth

Apella Wealth; West Hartford (CT); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

HSA & FSA options

401(k) match

Unlimited PTO

Parental Leave

Education reimbursement

Discount programs

Job summary

Apella Wealth, headquartered in West Hartford, CT, is seeking a Marketing Assistant to support day-to-day marketing initiatives, campaigns, events, and advisor communications. Reporting to the Head of Marketing, you will gain hands-on exposure to content development, digital communications, and compliance processes.

This role rewards strong organization and a collaborative mindset as the firm grows. You will help manage materials, update the website and internal portal, coordinate projects, and

Qualifications

• Bachelor's degree in Marketing, Communications, Business, or a related field, or equivalent experience.
• 1-2 years of relevant marketing, communications, project coordination, or administrative experience.
• Proficiency in Microsoft Office; experience with HubSpot, Salesforce, Canva, Adobe Creative Suite, or similar marketing platforms, is a plus.
• Demonstrated ability to leverage AI productivity tools to support content development, research, meeting summaries, project planning, and administrative efficiency.
• Exceptional attention to detail and a commitment to producing accurate, high-quality work.
• Strong organizational and time management skills; ability to manage multiple priorities and deadlines effectively.
• Excellent written and verbal communication skills.
• Collaborative, team-oriented approach with a willingness to support a variety of projects and initiatives.
• Strong follow-through and a sense of ownership and accountability for assigned work.

Responsibilities

• Coordinate marketing campaigns, email newsletters, webinars, meetings, events, and other communications, ensuring projects stay on track and deadlines are met.
• Support the marketing compliance review process by submitting materials, tracking approvals and revisions, maintaining organized records, and developing a working knowledge of applicable marketing compliance requirements.
• Assist with the creation, maintenance, and updating of marketing reports and marketing materials, including brochures, presentations, client communications, and other collateral.
• Help manage and update content on the firm's website and internal marketing portal.
• Track, organize, and respond to marketing requests from advisors and internal teams, helping prioritize projects and ensure timely follow-through.
• Assist with the development, coordination, and scheduling of social media content.
• Support event planning, including client communications, invitations, promotional materials, and other event-related needs.
• Review marketing materials for accuracy, consistency, formatting, and adherence to brand standards.
• Collaborate with members of the marketing team and colleagues across the firm to support department and company-wide initiatives.
• Provide administrative and project coordination support to the marketing team, helping ensure initiatives are completed accurately and on time.

Skills

Marketing

Communications

Project coordination

Administrative support

AI tools

Time management

Education

Bachelor's degree in Marketing

Tools

HubSpot

Salesforce

Canva

Adobe Creative Suite

Job description

Apella Wealth, headquartered in West Hartford, CT, is seeking a Marketing Assistant to support day-to-day marketing initiatives, campaigns, events, and advisor communications. Reporting to the Head of Marketing, you will gain hands-on exposure to content development, digital communications, and compliance processes.

This role rewards strong organization and a collaborative mindset as the firm grows. You will help manage materials, update the website and internal portal, coordinate projects, and