What are the responsibilities and job description for the Marketing Associate position at NewEra Wealth Advisors?
Company Description
NewEra Wealth Advisors is an independent wealth management firm based in Miami, FL, serving high-net-worth families, entrepreneurs, executives, and institutions. We provide personalized financial guidance, investment advisory services, and access to institutional-quality solutions through a boutique, client-focused platform.
Our firm combines the flexibility of an independent advisory practice with the resources of leading custodians and investment platforms. We are focused on delivering thoughtful advice, strong client service, and a high-touch experience for the individuals and families we serve.
We are looking for a Marketing Associate to help strengthen our brand, support client and prospect communications, and assist with digital marketing, content creation, events, and business development initiatives.
About the Role
The Marketing Associate will support the firm’s marketing, branding, and client communication efforts. This individual will work closely with senior leadership to create marketing materials, manage social media and digital content, coordinate events, and help execute campaigns designed to deepen client relationships and expand the firm’s visibility.
Key Responsibilities
- Assist with the creation of marketing materials, presentations, newsletters, email campaigns, and social media content
- Support the firm’s website, LinkedIn presence, and other digital marketing initiatives
- Help coordinate client events, prospect meetings, webinars, and firm announcements
- Maintain brand consistency across all client-facing materials
- Work with leadership to develop content around wealth management, markets, planning strategies, and firm updates
- Track marketing initiatives and help organize prospect/client communication lists
- Coordinate with compliance to ensure marketing materials are reviewed and approved before distribution
Qualifications
- Bachelor’s degree in Marketing, Communications, Business, Finance, or a related field
- Strong writing, editing, and communication skills
- Comfortable creating content for LinkedIn, email, presentations, and digital campaigns
- Detail-oriented, organized, and able to manage multiple projects at once
- Interest in wealth management, investments, financial planning, or business development
- Experience with Canva, PowerPoint, LinkedIn, CRM systems, email marketing platforms, or website tools is a plus
- Professional, proactive, and comfortable working in a growing entrepreneurial firm