Financial Services & Marketing Coordinator

Financial Services and Marketing Coordinator

Legacy Wealth Management | Fargo, ND

Full-time | Monday–Friday | No weekends
Salary: $21–$27 per hour, depending on experience

Benefits include: Medical, Dental, Vision, Life, HSA, PTO, 401(k) Safe Harbor Match

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A way with words. An eye for design. A knack for keeping things organized.

Sound like you? Let’s talk!

At Legacy Wealth Management, we believe a great client experience starts with people who care about the details—and know how to connect. We’re looking for a creative, organized teammate who enjoys helping clients, supporting financial advisors, and bringing fresh ideas to our marketing and social media presence. Your role will also be assisting in the production of our weekly “Investment Talk” tv and radio programs.

Financial Services role:

• Be a friendly, dependable contact for clients by phone, email, and in person. Answer routine questions and connect clients with an advisor for investment advice.
• Keep account paperwork moving, including applications, transfers, beneficiary updates, and money-movement requests under advisor direction.
• Organize client records and follow-ups in Redtail CRM, schedule appointments, and prepare meeting materials, presentations, and reports.
• Follow up with custodians and service providers to help requests reach the finish line. Handle every client’s information with care and confidentiality.

Marketing & Social Media role:

• Plan a social media calendar and create posts that give people a reason to stop scrolling.
• Help write and design email funneling campaigns, advertisements, and other materials that promote the Legacy Wealth brand.
• Use Canva or a comparable design platform to create polished graphics for digital and print projects.
• Track engagement and campaign results, bring new ideas to the team, and help coordinate client appreciation events and community outreach.

Media & Entertainment role:

• Research financial topics and help write clear, engaging scripts, talking points, and segment ideas for our weekly TV and radio shows.
• Work with advisors and production partners to organize show topics, graphics, guest details, and supporting materials.
• Ensure all scripts are sent through the necessary approval process via our Compliance Department, and make any edits or changes as needed.
• Occasional on-air appearances may be required.

Basic Experience We’re Seeking:

• At least two years of relevant experience in marketing, communications, media, financial services, client service, or administrative support.
• Solid writing, editing, and proofreading skills, plus the ability to make financial topics understandable and interesting.
• Hands-on skill with Canva or a comparable design tool and comfort creating content for social media.
• Proficiency with Microsoft 365 and confidence learning new software.
• Strong organization, professional communication, and the ability to balance client needs with content deadlines.
• Good judgment with confidential information and a willingness to follow financial-services procedures and content approval requirements.

Other Preferred (But Not Required) Qualifications:

• Experience with Redtail CRM, Adobe Acrobat Pro, Constant Contact, social media scheduling, or basic video editing.
• Background in financial services or a degree in marketing, communications, finance, business, or a related field.

Why Join Legacy Wealth?

We’re a local financial investment firm with strong community connections that values professionalism, trust, and long-term relationships. This role offers variety, responsibility, and the opportunity to become an integral part of a well-established advisory firm. Missing some of the experience listed above? Don’t be discouraged from applying! WE WILL TRAIN THE RIGHT INDIVIDUAL!

Let Us See What You Can Do:

Send your resume and a brief cover letter to Heather Hughes, Office and Human Resources Administrator, at heather@legacywealthfargo.com. Email subject: Financial Services and Marketing Coordinator

Prefer to mail your application? Send it to Legacy Wealth Management, Attn: Human Resources, 3409 45th Street South, Suite 104, Fargo, ND 58104.

Learn more at www.LegacyWealthFargo.com.

Legacy Wealth Management is an equal opportunity employer.

Salary/Compensation: $21.00 - $27.00 per hour