Financial Advisor, Marketing Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage a portfolio of client accounts and act as the main point of contact.

• Conduct bi-weekly client meetings to discuss performance, strategy, priorities, and upcoming actions.

• Prepare and distribute bi-weekly performance reports at least 24 hours prior to scheduled calls.

• Convert campaign data into clear and actionable insights for clients without technical backgrounds.

• Cultivate strong client relationships that foster retention, renewals, and referrals.

• Proactively address account issues to ensure stability and growth.

• Develop, launch, and optimize Meta campaigns aimed at lead generation and appointment scheduling.

• Oversee budgets, audience targeting, bidding strategies, creative testing, and various campaign elements.

• Monitor performance on a daily basis and make adjustments based on cost-per-appointment and other essential metrics.

• Identify underperforming campaigns and devise strategies to enhance results.

• Experiment with audiences, messaging, and creative elements to uncover opportunities for improved performance.

• Contribute to the creation of ad copy and campaign messaging.

• Set up and troubleshoot tracking mechanisms, Meta pixels, and conversion events.

• Configure integrations with Calendly, automate processes with Zapier, and establish lead-routing workflows.

• Address technical challenges between advertising platforms and client systems.

• Actively monitor tracking and lead flow to avert issues that could impact client outcomes.

• Report to the Associate Director of Operations while remaining accountable for client results, relationships, and retention.

⛳️ Requirements

• Minimum of 4 years of practical experience in paid media, particularly in Meta advertising.

• Experience managing multiple client accounts concurrently and leading client-facing discussions.

• Demonstrated ability to steer campaigns towards specified performance targets while enhancing client retention.

• Familiarity with conversion tracking, pixels, and fundamental marketing automation.

• Excellent communication, organizational, and problem-solving abilities.

• Preferred: Background in financial services marketing.

• Preferred: Experience with lead-generation and appointment-setting campaigns.

• Preferred: Knowledge of video sales letter marketing.

• Preferred: Expertise in high-ticket or considered-purchase funnels.

• Preferred: Experience with direct-response advertising.

🏝️ Benefits

• Paid Time Off, which includes vacation, sick leave, and public holidays.

• Opportunities for Training & Development.

• Option to Work From Home.

• Flexible Scheduling.

• Performance Bonus.