Advisor Employee Services
Marketing Assistant - Peoria, IL
Join advisor Talento Solutions to apply for the Marketing Assistant role in Peoria, IL.
This role is offered by Advisor Talent Solutions, a consulting firm representing top financial advisors.
Pay Range Base pay: $50,000.00/yr - $55,000.00/yr (actual pay based on skills and experience)
Description Advance your career and truly make a difference! An exciting opportunity for an organized, self‑motivated individual with excellent interpersonal skills, seeking to join Macro Wealth Management in Peoria, IL.
Macro Wealth Management is a holistic financial planning firm dedicated to helping clients achieve financial confidence and peace of mind. We live out our Core Values every day: Passionate, Adaptable, Generous, Self‑Motivating, and Committed. These values guide how we serve clients, support one another, and continue to grow as an organization.
We are seeking a dedicated and enthusiastic Marketing Assistant to join our team and help us tell our story, strengthen client relationships, and build lasting impact.
Key Skills
Proven experience in a marketing role
Strong understanding of marketing principles and strategies
Experience with graphic design tools (Adobe Creative Suite, Clipchamp, YouTube Studio)
Proficiency in digital marketing tools and platforms such as Canva, Hootsuite, Google Analytics, or HubSpot
Excellent written, phone and verbal communication skills
Creative thinking and problem‑solving abilities
Ability to work collaboratively while thriving in a self‑driven environment
Strong organizational skills and attention to detail
Minimum Requirements
Bachelor’s degree in Marketing, Business Administration, or related field
1+ years experience in a marketing role
Strong understanding of marketing principles and strategies
Experience with graphic design tools (Adobe Creative Suite, Clipchamp, YouTube Studio)
Proficiency in digital marketing tools and platforms such as Canva, Hootsuite, Google Analytics, or HubSpot
Excellent written, phone, and verbal communication skills
Creative thinking and problem‑solving abilities
Ability to work collaboratively while thriving in a self‑driven environment
Strong organizational skills and attention to detail
Familiarity with CRM software and email marketing platforms such as Constant Contact or Snappy Kraken preferred
Previous experience working within the financial services industry (e.g., Registered Investment Advisor, banking, or insurance) preferred
Ability to prioritize tasks and maintain productivity in a dynamic environment
Responsibilities
Create engaging, accurate, and creative content for digital and traditional marketing channels (social media, email, website) that communicates our mission with enthusiasm and energy
Assist in the development and execution of marketing campaigns, adjusting strategies based on results and client feedback to remain innovative and effective
Support client‑focused initiatives such as sourcing custom gifts, planning educational seminars, webinars, and annual client events that add value to relationships and foster goodwill
Take ownership of projects from concept to completion, ensuring marketing materials are updated, accurate, and delivered with excellence
Accountable for the first layer of company sales funnel, moving leads to first appointment
Monitor, track, and measure the success of marketing efforts using analytical tools, providing insights to continuously refine strategies and align initiatives with the firm’s vision and long‑term objectives
Other duties as assigned to support office growth
Salary
$50,000 - $55,000 depending on experience
Performance‑based bonuses after first year of employment
Benefits
PTO and company recognized holidays
Performance‑based bonuses after first year of employment
Opportunities for professional development and growth
A collaborative, values‑driven, and supportive work environment
Hours
In office: Monday – Friday, 8:30am – 5:30pm
Presented by Advisor Employee Services. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.
Seniority Level Entry level
Employment Type Full‑time
Job Function Marketing and Sales
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This role is offered by Advisor Talent Solutions, a consulting firm representing top financial advisors.
Pay Range Base pay: $50,000.00/yr - $55,000.00/yr (actual pay based on skills and experience)
Description Advance your career and truly make a difference! An exciting opportunity for an organized, self‑motivated individual with excellent interpersonal skills, seeking to join Macro Wealth Management in Peoria, IL.
Macro Wealth Management is a holistic financial planning firm dedicated to helping clients achieve financial confidence and peace of mind. We live out our Core Values every day: Passionate, Adaptable, Generous, Self‑Motivating, and Committed. These values guide how we serve clients, support one another, and continue to grow as an organization.
We are seeking a dedicated and enthusiastic Marketing Assistant to join our team and help us tell our story, strengthen client relationships, and build lasting impact.
Key Skills
Proven experience in a marketing role
Strong understanding of marketing principles and strategies
Experience with graphic design tools (Adobe Creative Suite, Clipchamp, YouTube Studio)
Proficiency in digital marketing tools and platforms such as Canva, Hootsuite, Google Analytics, or HubSpot
Excellent written, phone and verbal communication skills
Creative thinking and problem‑solving abilities
Ability to work collaboratively while thriving in a self‑driven environment
Strong organizational skills and attention to detail
Minimum Requirements
Bachelor’s degree in Marketing, Business Administration, or related field
1+ years experience in a marketing role
Strong understanding of marketing principles and strategies
Experience with graphic design tools (Adobe Creative Suite, Clipchamp, YouTube Studio)
Proficiency in digital marketing tools and platforms such as Canva, Hootsuite, Google Analytics, or HubSpot
Excellent written, phone, and verbal communication skills
Creative thinking and problem‑solving abilities
Ability to work collaboratively while thriving in a self‑driven environment
Strong organizational skills and attention to detail
Familiarity with CRM software and email marketing platforms such as Constant Contact or Snappy Kraken preferred
Previous experience working within the financial services industry (e.g., Registered Investment Advisor, banking, or insurance) preferred
Ability to prioritize tasks and maintain productivity in a dynamic environment
Responsibilities
Create engaging, accurate, and creative content for digital and traditional marketing channels (social media, email, website) that communicates our mission with enthusiasm and energy
Assist in the development and execution of marketing campaigns, adjusting strategies based on results and client feedback to remain innovative and effective
Support client‑focused initiatives such as sourcing custom gifts, planning educational seminars, webinars, and annual client events that add value to relationships and foster goodwill
Take ownership of projects from concept to completion, ensuring marketing materials are updated, accurate, and delivered with excellence
Accountable for the first layer of company sales funnel, moving leads to first appointment
Monitor, track, and measure the success of marketing efforts using analytical tools, providing insights to continuously refine strategies and align initiatives with the firm’s vision and long‑term objectives
Other duties as assigned to support office growth
Salary
$50,000 - $55,000 depending on experience
Performance‑based bonuses after first year of employment
Benefits
PTO and company recognized holidays
Performance‑based bonuses after first year of employment
Opportunities for professional development and growth
A collaborative, values‑driven, and supportive work environment
Hours
In office: Monday – Friday, 8:30am – 5:30pm
Presented by Advisor Employee Services. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.
Seniority Level Entry level
Employment Type Full‑time
Job Function Marketing and Sales
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