Marketing Specialist - Financial Services

What You’ll Do

• Develop and implement engaging and innovative content for firm’s website and social media platforms (Facebook, LinkedIn, YouTube, Instagram, and Google)
• Create and update all marketing materials including brochures, handouts, signage, presentations, and digital assets
• Communicate with CEO on a regular basis to ensure direct marketing efforts are delivering required results
• Be a liaison with FMO marketing department on any new marketing ideas
• Attend and assist with coordinating seminars, client events and networking venues
• Cover and respond to incoming messages on social media and online appointment software in a timely manner
• Gather data and configure reports to support various data and analysis projects
• Oversee and respond to incoming messages on social media and online appointment software in a timely manner
• Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve campaign objectives
• Write content for multichannel platforms, including social media posts, blogs, and newsletters including new segments and talking points
• Oversee and respond to incoming messages on social media and online appointment software in a timely manner
• Coordinate with and respond to third-party marketing vendors
• Assemble marketing assets, such as gifts and literature packets, and maintain inventory of marketing materials

What We’re Looking For

• 3-5 years of experience in a marketing role
• Strong ability to execute online and offline marketing campaigns and a sharp eye for detail
• Demonstrates a high level of creativity and a strong commitment to excellence
• Proficient in managing and developing social media content across multiple platforms
• Experienced in designing, executing, and analyzing email marketing campaigns
• Advanced proficiency with Microsoft Office Suite
• Strong organizational skills with the ability to prioritize projects and manage time effectively
• Demonstrates outstanding customer service abilities with exceptional verbal and written communication skills, along with proven leadership capabilities

Bonus Points

• Experience in the financial industry preferred
• Experience working with CRM/software systems (Redtail, Wealthbox, Snappy Kraken)
• Desire to work long-term in the financial industry

Pay & Perks

$65,000 - $75,000 plus bonus potential
401(k) with a company match
PTO begins accruing immediately and becomes available for use after 6 months of employment

Schedule

Monday – Friday 9:00am – 5:30pm
Some evenings required for client events