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 future actions.

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

• Convert campaign data into clear, actionable insights for clients with non-technical backgrounds.

• Cultivate client relationships to enhance retention, renewals, and referrals.

• Proactively address account issues to ensure stability and facilitate growth.

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

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

• Monitor performance on a daily basis and modify campaigns based on cost-per-appointment and other key metrics.

• Identify underperforming campaigns and devise strategies for improvement.

• Experiment with audiences, messaging, and creative content.

• Assist in the development of ad copy and campaign messaging.

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

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

• Resolve technical challenges between advertising platforms and client systems.

• Monitor tracking and lead flow diligently.

• Report directly to the Associate Director of Operations and take accountability for client outcomes, relationships, and retention.

⛳️ Requirements

• A minimum of 4 years of hands-on experience in paid media, particularly with a strong emphasis on Meta advertising.

• Experience in managing multiple client accounts concurrently and leading discussions with clients.

• Demonstrated capability to manage campaigns towards specific performance goals while ensuring client retention.

• Familiarity with conversion tracking, pixels, and basic marketing automation tools.

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

• Preferred: Experience in financial services marketing.

• Preferred: Background in lead-generation and appointment-setting campaigns.

• Preferred: Knowledge of video sales letter marketing.

• Preferred: Experience with high-ticket or considered-purchase funnels.

• Preferred: Expertise in direct-response advertising.

🏝️ Benefits

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

• Opportunities for Training & Development.

• Option to Work From Home.

• Flexible Scheduling.

• Performance Bonus.