Digital Marketing Associate

Overview

Advisors Excel is on the hunt for a passionate and driven Digital Marketing Associate to join our dynamic and growing Digital Team. The Digital Marketing Associate (DMA) is responsible for the end-to-end execution and performance of paid digital campaigns for financial advisors, with a primary focus on generating qualified first appointments.

What You’ll Do

• Leverage Meta (Facebook) Ads platform to create and manage paid digital advertising campaigns.
• Manage and optimize paid social campaigns (primarily on Meta/Facebook) to generate high-quality leads and booked appointments.
• Analyze campaign performance, including cost per lead, contact rate, and appointment conversion outcomes.
• Create and manage campaign assets including ad creative, landing pages, and form flows within platforms like Go High Level.
• Identify opportunities to improve performance across targeting, creative, and follow-up strategy.
• Collaborate with appointment setters and internal teams to improve lead-to-appointment conversion rates.
• Communicate performance updates and insights clearly to internal stakeholders and advisor offices.
• Ensure campaigns comply with financial services marketing standards and internal guidelines.
• Continuously test and iterate on messaging, audiences, and funnel strategies to improve results.

Experience You’ll Bring

• Experience with Meta (Facebook) Ads platform for creating and managing paid digital advertising campaigns.
• Experience managing paid social campaigns (Meta/Facebook preferred).
• Strong analytical mindset with the ability to interpret performance data and take action.
• Ability to manage multiple campaigns and priorities in a fast-paced environment.
• Clear and confident communication skills (written and verbal).
• Self-starter mentality with a high level of ownership and accountability.
• Comfortable working in marketing platforms such as Go High Level, CRMs, and campaign tracking tools.
• Strong attention to detail and organizational skills.

Bonus Points

• Experience in paid media, lead generation funnels, conversion tracking, and collaborating with sales teams.
• Experience working with lead generation funnels (landing pages, forms, follow-up systems).
• Familiarity with high-net-worth (HNW) or financial services marketing.
• Experience collaborating with sales or appointment-setting teams.
• Knowledge of conversion tracking (pixels, CAPI, attribution models).
• 1–2 years of experience in digital marketing, paid media, or agency environments.

What You’ll Get

• Affordable benefits including medical, dental, vision, and 401k (with matching options).
• A generous PTO package from your start date.
• Access to an on-site café, gym, and even an on-site primary care.
• Continuous personal and professional development opportunities.

Who We Are

We are a fast-paced, innovative company that seeks to serve independent financial advisors in various areas of their business. From operational functions to sales and marketing, our goal is to help continuously grow advisors' businesses nationwide. We thrive on watching them succeed. Not only do we want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment.

Equal Opportunity Employer

We are an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.