Financial Advisor Marketing Specialist

Client Information

Blackbox is a performance marketing agency specializing in Meta advertising for Registered Investment Advisors. We generate qualified appointments with high-net-worth prospects using our proven video sales letter methodology.

Role Overview

We are seeking a Senior Paid Media Strategist to own and manage client accounts. This is not an execution-only role; you will be responsible for running bi-weekly calls, managing campaign performance, writing ad copy, and being the primary point of contact for clients. You will report to the Associate Director of Operations and have direct responsibility for client retention and results.

Responsibilities

• Own client accounts and serve as the primary point of contact
• Run bi-weekly client calls to review performance, discuss strategy, and align on next steps
• Send bi-weekly performance reports 24 hours before scheduled calls
• Build trust and relationships that drive renewals and referrals
• Paid Media Execution:
• Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment booking
• Manage campaign budgets, audience targeting, bid strategies, and creative testing
• Maintain daily performance and make adjustments to hit cost per appointment targets
• Monitor and troubleshoot underperforming campaigns and develop intervention strategies
• Copy and Creative Strategy:
• Write ad copy and video sales letter scripts for financial services audiences
• Develop hooks, angles, and messaging variations for testing
• Collaborate with video editors on creative production
• Use AI tools to accelerate copywriting while maintaining quality
• Technical Setup:
• Set up tracking, pixels, and conversion events
• Configure Calendly integrations, Zapier automations, and lead routing
• Troubleshoot technical issues between ad platforms and client systems

Requirements

• 5+ years of experience in paid media, specifically Meta advertising
• Experience managing multiple client accounts simultaneously
• Proven track record of hitting performance targets and retaining clients
• Strong copywriting skills with ability to write compelling ad copy and scripts
• Experience with conversion tracking, pixels, and basic marketing automation

Preferred Experience

• Experience in the financial services vertical
• Understanding of lead generation and appointment-setting campaigns
• Familiarity with video sales letter marketing methodology
• Experience with high-ticket, considered purchase funnels

Skills and Attributes

• Take ownership and solve problems independently
• Communicate performance data effectively to non-technical clients
• Detail-oriented but able to move quickly
• Comfortable with direct client interaction and accountability for results

Benefits

• Paid Time Off (Vacation, Sick & Public Holidays)
• Training & Development
• Work From Home
• Flexible Schedule
• Performance Bonus