Website Wealth Enhancement Group
A firm that would deliver truly comprehensive financial guidance.
Company: Wealth Enhancement Group
Location: Remote (EST or CST)
Employment Type: Full Time
Website: https://www.wealthenhancement.com/
Job Description
This is a great opportunity for a marketing professional who enjoys collaboration, creativity, and measurable impact. Wealth Enhancement Group is a leader in wealth management with more than 140 offices across the United States and over 80,000 client households. The company has built a strong reputation for personalized financial planning, innovative processes, and a client-first culture.
The firm continues to expand and is now looking for an Advisor Marketing Specialist. This role works with advisor teams across the country, supporting them with tailored marketing strategies that increase engagement and business growth. Your work will guide email campaigns, social media efforts, events, digital content, and more.
This position is fully remote. Candidates must live in the EST or CST time zones. You may travel a few times each year to support advisor events.
This long-form job description is designed to be clear, simple to read, and ready for publication on your website with optimized high CPC keywords, strong structure, and excellent readability.
About Wealth Enhancement Group
Wealth Enhancement Group is an independent, nationwide wealth management firm. Since 1997, the company has offered personalized guidance to help clients manage their financial futures. The organization uses a blend of expert advice, team-based planning, and advanced tools to deliver better outcomes for clients.
The firm uses its Roundtable and UniFi processes to support financial planning that goes far beyond traditional models. The goal is to give every client access to the best thinking, the best strategies, and the most coordinated experience. This philosophy has helped the company grow its footprint and support thousands of households.
Role Overview
As an Advisor Marketing Specialist, you will partner with multiple advisor teams. You will become their primary marketing contact and help them develop campaigns, content, and growth strategies. You will use your marketing skills to support events, create digital campaigns, and produce materials that reflect each advisor’s brand.
This role gives you space to use your creativity. You will work with consultants, internal marketing groups, and advisors to make sure each campaign is delivered with accuracy and purpose.
Most tasks involve project management, campaign execution, relationship building, and content support. Strong communication and organizational skills are essential. You will guide teams with confidence and offer proactive recommendations.
Primary Job Functions
Strategic Support for Advisor Teams
You will work with eight assigned advisor teams and serve as their daily marketing lead. You will learn how each team works, who they serve, and what their goals are. This helps you create marketing plans that reflect each team’s strengths.
You will also organize planning sessions to understand upcoming goals or challenges. These conversations will help you recommend the right marketing initiatives. Your guidance will align with advisor needs, while still supporting regional and company priorities.
You will partner closely with Advisor Marketing Consultants to ensure that the team plans match major strategic goals. Many advisors focus heavily on events, so event coordination will be a key part of your work. This may include in-person events, webinars, client sessions, or local community activities.
You will also use the Advisor Marketing Platform to align team plans with corporate programs. You will help teams choose the right content and ensure they follow brand standards.
Your work will involve navigating Salesforce to run reports, view dashboards, check client data, and track budgets. You will also create campaigns and share insights from the data you collect.
Campaign Execution and Innovation
You will support advisor teams by creating, customizing, and executing marketing campaigns. You will work with tools such as:
- FMG Suite
- Canva
- Wistia
- Wrike
- Salesforce
These tools will help you produce digital content, social posts, email campaigns, and marketing collateral. You will ensure that all content is brand-aligned and delivered on schedule.
Collaboration with internal departments is important. You will work with Creative, Brand, Web, and Compliance teams to secure approvals and execute campaigns. You will also coordinate any vendor interactions, such as printing partners or event suppliers.
You will track campaign results, evaluate performance, and recommend improvements. Sharing these insights helps advisor teams understand what works and how to strengthen future efforts.
You will also use AI tools to support content creation. These tools can help improve workflows, generate new ideas, and streamline repeated tasks. Your ability to adapt to new technology will help drive continuous improvement.
Communication and Collaboration
Building strong relationships is essential to success in this role. You will work closely with financial advisors and the broader advisor marketing team. Each advisor team will rely on your expertise to guide marketing plans. You will also share best practices and success stories to help teams learn from each other.
You will keep internal partners informed about ongoing campaigns. You will highlight challenges, share updates, and provide advisor feedback when needed. Clear communication helps ensure alignment across teams.
You will support advisors by explaining marketing tools, collateral, and recommendations. This helps them understand how each campaign supports the client journey and prospect pipeline.
You will also keep up with relevant trends and bring new ideas to your advisor teams. This will help them stay competitive in a fast-changing digital environment.
Organic Growth Team Collaboration
You will be part of the Organic Growth Team and will contribute to group sessions, creative brainstorming, and campaign showcases. You will help design new templates, tools, and marketing frameworks that can be used across the company.
Your ability to identify effective ideas will help scale successful campaigns. You will also support team initiatives beyond your daily responsibilities.
Education and Qualifications
To be successful in this role, you should have:
- A bachelor’s degree in marketing, communications, or a related area
- At least 3 years of marketing or sales enablement experience
- Experience in financial services is helpful, but not required
- Strong writing and content development abilities
- Excellent communication, project management, and relationship-building skills
- Experience with Microsoft Office tools
- Experience with Wistia, Wrike, Canva, and FMG Suite is preferred
- Technical aptitude and comfort with learning new systems
- CRM experience is required; Salesforce is a strong advantage
- Ability to balance multiple priorities
- Willingness to travel several times per year
You should also have strong visual storytelling skills and the ability to provide polished, professional content. Detail orientation is important. You must be comfortable giving and receiving feedback. Curiosity and passion for learning will help you stand out.
Core Competencies
The company highlights several traits that are important for this role:
- Empathy
- Results orientation
- Analytical thinking
- Strong communication
- Customer service mindset
- Creative problem-solving
- Attention to detail
- Persuasive communication
- Active listening
- Curiosity about marketing trends
These competencies shape how you support advisor teams and deliver value.
Compensation and Pay Range
The company is transparent about salary expectations. The base salary range for the Advisor Marketing Specialist role is:
$68,000.00 to $80,000.00 per year (base salary)
In addition, the company lists the full pay grade range for this level:
$67,300.00 to $97,600.00
Compensation includes base pay and variable pay based on performance metrics and company goals.
Your final offer depends on:
- Experience
- Education
- Skills
- Credentials
- Market conditions
- Location
- Tenure
Benefits
Full-time employees have access to benefits such as:
- Health, dental, and vision coverage
- HSA with company contribution
- FSA options
- Life and AD&D insurance
- Short-term and long-term disability
- 401(k) with match and profit sharing
- PTO (starting at 18 days per year)
- 12 paid holidays
- Paid parental leave
- Paid caregiver leave
- Tuition reimbursement
- Professional development support
- Wellness programs
- Voluntary benefits, including pet insurance
These offerings help support health, financial stability, work-life balance, and ongoing learning.
Equal Opportunity
Wealth Enhancement Group is an equal opportunity employer. The company participates in E-Verify and complies with all employment laws. The hiring team may use AI tools to assist in resume screening, but all final decisions are reviewed by human recruiters to ensure fairness.