Job Overview
Location
Remote
Job Type
Full-time
Category
Marketing
Date Posted
May 2, 2026
Full Job Description
đź“‹ Description
- • The Advisor Marketing Specialist is a highly collaborative partner to a portfolio of advisor teams, deeply embedded in each team’s business goals, practice, and voice, responsible for creating, executing, and optimizing marketing strategies that drive measurable growth.
- • Day to day, the Specialist acts as the day-to-day marketing lead for 8-10 advisor teams, conducts proactive campaign planning sessions, leads campaign execution using tools like FMG Suite, Canva, Wistia, Wrike, and Salesforce, fosters strong relationships with financial advisors, educates and trains advisors on marketing tools and recommendations, and participates in team-wide meetings and creative brainstorms to scale successful ideas.
- • Wealth Enhancement Group, LLC is an independent wealth management firm with over 140 offices nationwide, serving over 80,000 households since 1997, known for its personalized financial planning through team-based Roundtable and UniFi processes, and committed to enriching clients’ lives with attentive service and specialized knowledge.
- • In this role, the person can learn to master advisor-level marketing strategy, gain hands-on experience with CRM systems and marketing automation tools, develop expertise in financial services marketing, strengthen project management and stakeholder communication skills, and grow into a trusted strategic partner who influences team-level growth and client experience.
🎯 Requirements
- • Bachelor’s degree (or equivalent experience) in marketing, communications, or a related field
- • Minimum of 3 years in marketing or sales enablement preferred
- • Strong project management, communication, and relationship-building skills
- • Good working knowledge of Microsoft Word, Excel, Outlook, and PowerPoint
- • Ability to function in Wistia, Wrike, Canva, and FMG Suite is a plus!
- • Technical aptitude: Ability to learn new applications, technologies and AI quickly. Proficiency in working with CRM systems required, Salesforce a plus.
🏖️ Benefits
- • Training and professional development
- • Medical, dental and vision coverage (Available to full-time employees and their families)
- • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- • 401k with match and profit sharing
- • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Skills & Technologies
About Wealth Enhancement Group, LLC
Wealth Enhancement Group provides integrated financial planning and investment management services to individuals, families, and businesses. The firm combines portfolio management, tax strategies, estate planning, insurance, and retirement solutions through a team of advisors, CPAs, and attorneys. It operates on a fiduciary basis, managing over $26 billion in client assets from headquarters in Minneapolis and offices nationwide. Services include wealth transfer, business succession, executive compensation, and charitable planning. The company partners with tax and legal professionals to deliver coordinated advice, aiming to optimize clients’ financial outcomes across market cycles and generational transitions.
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