Engagement Coordinator

Perspective Wealth Advisors is hiring an Engagement Coordinator: a brand-new role built around one core mission — drive engagement and turn it into booked meetings for our advisors.

We think about growth through three channels, and you'll own all of them:

• Outbound — proactive calls and outreach to our marketing lists and leads.
• Inbound — nurturing the people already interacting with our content and events and spotting the warm ones.
• Referrals — making sure every warm introduction actually gets on the calendar.

This is for someone who lives on social media, gets genuinely excited to pick up the phone — cold calls included — stays organized when a lot is in motion, and is genuinely excited about the people behind the engagement, not just the metrics. If you can't wait to figure out how to get the right prospect connected with the right advisor, this is your role.

What You'll Do

Drive Engagement (Inbound)

• Build our presence across Instagram, Facebook, LinkedIn, YouTube, TikTok, and X for both the firm and our advisors.
• Create content across three tiers: everyday content to stay visible, targeted campaigns (like our webinars/workshops and group-specific events), and personalized outreach — for example, spotting an engaged prospect and coordinating a personalized video from one of our advisors.
• Watch the engagement and surface warm leads, webinar attendees, new followers and subscribers, people commenting and reacting, then decide the next move to deepen the relationship.
• Plan and manage content around recurring webinars, workshops, and events.
• Plan, film, sometimes edit, and post short-form video, graphics, carousels, and written posts.
• Keep a content calendar that makes posting consistent and intentional and adjust based on what's gaining traction.

Outbound Outreach

• Make outbound calls and send LinkedIn messages to prospects from our marketing lists and leads.
• Bring real energy to the phone, including cold calls — you treat every call as an opportunity, not an obligation.
• Run warm, genuine outreach by phone, DM, and comment that moves prospects toward a scheduled meeting.
• Qualify prospects and book discovery meetings for our advisors.
• Keep our HubSpot contacts clean and organized — accurate records, proper tagging, and no duplicate or stale entries.

Referral Coordination

• Own referral scheduling end to end: when a client or partner sends a referral, you call, email, and get them on the calendar, then hand a warm, qualified meeting to the advisor.
• Identify who is actually sending us referrals and keep a clear picture of our referral sources over time.
• Do something special for the people who refer us — a genuine thank-you that makes referring feel noticed and valued.
• Help foster a broader culture of referrals across our client base, not just react to the ones that come in.
• Keep our advisors focused on advising by taking the legwork of booking off their plate.

What We're Looking For

• Genuinely active on social media. If you know how the platforms work and what drives engagement, that is valuable.
• Some content-creation experience (video, photo, or written), formal or self-taught — even if it's just for your own accounts, we want to see you've done it.
• Genuinely excited to get on the phone, cold calls included. This role involves real outbound conversations, not just messaging.
• Organized and self-directed — you can run a content calendar, a call list, and a referral pipeline at the same time.
• Comfortable keeping a CRM (we use HubSpot) clean and up to date — this role touches it daily.
• A natural connector who builds rapport quickly and is energized by the people side of the work. Bonus: experience with paid social or search ads (Facebook, Instagram, Google), or a real interest in learning them.
• Interest in or familiarity with financial services is a plus — we'll train you on what you need to know.

What We Offer

• A $60,000 base salary plus bonus tied to meetings booked and clients converted — earning potential of $80,000 .
• A full-time, in-office role in Loveland, CO, working shoulder-to-shoulder with our team.
• A ground-floor opportunity to own a brand-new role and see your direct impact on the firm's growth.
• Room to grow as the role and the company scale.

Additional Disclosures

The above statements reflect the principal functions of the occupation described. They shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation. 

Perspective Wealth Advisors reserves the right to alter, amend, change, or terminate any responsibilities or other information provided in this job description at any time, with or without notice.

Benefits Include: Health (medical, dental, and vison), generous paid time off, sick leave, bereavement, and 9 federal holidays. Additionally, after 6 months of employment PWA offers a 4% 401(k).

Physical Requirements: The physical requirements for this in-person office job include the ability to sit for extended periods, use hands for tasks such as typing, handling documents, and operating office equipment, as well as reach with arms and hands. Clear communication through talking and hearing is essential, and close visual acuity is required for tasks like analyzing data, transcribing, using a computer, reading printed materials. The role also demands the ability to adjust focus for both close and distance vision, color vision, and peripheral vision.

EOE Statement: Perspective Wealth Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

• Conditions of Employment: Candidates must successfully complete all pre-employment screenings and employment eligibility verification. Pre-employment screenings include a background and national sex offender search