Marketing Director

We are a dynamic and growing financial services firm committed to empowering financial advisors with the tools, resources, and strategic guidance they need to thrive. Our mission is to elevate advisor success through innovative solutions, personalized support, and a client-first mindset.

We’re seeking a visionary Marketing Director to lead our firm’s marketing strategy and execution. This role is ideal for a strategic thinker with deep experience in social media marketing and branding with financial services experience preferred, someone who understands the advisor landscape and can craft compelling campaigns that drive engagement, growth, and brand loyalty.

You’ll play a pivotal role in helping financial advisors build their personal brands, connect with their communities, and grow their businesses, while also elevating the firm’s overall visibility and reputation.

Key Responsibilities

• Develop and execute a comprehensive marketing strategy aligned with firmwide goals
• Partner with financial advisors to create tailored marketing plans, including digital campaigns, local outreach, and event promotion
• Lead community outreach initiatives and advisor-hosted events to deepen client engagement and local presence
• Plan and execute firmwide events that reinforce our brand and culture
• Design and support community outreach initiatives and local events that help advisors prospect and engage with potential clients
• Oversee social media strategy to enhance the firm’s brand and support advisor visibility
• Manage brand positioning, messaging, and content strategy across all channels
• Collaborate with advisors to develop and design event flyers, turning ideas into engaging promotional materials and successful events

Qualifications

• 5 years of marketing experience, with preferably 2 in financial services
• Experience in B2B marketing
• Strong leadership and project management skills
• Expertise in digital marketing platforms, social media, and analytics tools
• Exceptional communication and organization
• Bachelor’s degree in Marketing, Communications, or related field
• Ideal candidates are self-starters with a strong sense of creativity and ownership
• Must have a warm and professional demeanor, with the ability to connect easily with both new and experienced team members
• Candidates should have a creative mindset and the ability to see projects through from start to finish

What We Offer

• Competitive compensation- Salary Range: $80,000–$120,000, based on experience and qualifications
• Comprehensive benefits package (health, dental, 401(k), etc.)
• Paid time off and holidays
• Professional development opportunities
• A collaborative, mission-driven culture
• Opportunities for professional growth and leadership
• On-site Position: This role requires working in our office five days per week

If you're ready to shape the future of advisor marketing and make a lasting impact, we’d love to hear from you. Apply today and help us redefine excellence in financial services.