Marketing and Commmunication Specialist

Marketing and Communication Specialist
ProVise Management Group is an RIA in sunny Tampa Bay, managing over $2 billion of investments for our clients. We are looking for someone who is passionate about making a difference. As fiduciaries, we focus on delivering sound advice, not sales, and happily put our clients at the center of every interaction and decision.

Responsibilities

Create and publish content across social media platforms, including LinkedIn, Facebook, and Instagram

Assist in writing and preparing client newsletters, blog posts, and email communications

Create graphics and visual content using tools such as Canva

Support the production and posting of video and podcast content

Update website content, including articles, announcements, and advisor updates

Monitor website and social media engagement and activity

Assist with marketing and communications related to client events, webinars, and seminars

Help coordinate invitations, reminders, and follow-up communications

Coordinate client appreciation and recognition efforts, including milestone and birthday outreach, client gifts, and timely thank-you communications for client referrals and introductions

Maintain organized marketing materials and content calendars

Track engagement metrics and assist with reporting on marketing activity

Ensure marketing materials comply with firm compliance standards

Support compliance to maintain an effective and robust investment advisory compliance program

Qualifications

A bachelor’s degree in marketing or communications, or a relevant degree

Minimum of 3 years of marketing experience preferred

Experience in financial services or professional services is a plus

Strong writing, editing, and communication skills

Experience with Canva, social media platforms, and Microsoft Office tools

Highly organized and detail-oriented with strong follow-through

Creative

Demonstrates personal integrity, honesty, and ability to deal with confidential information

Excellent time management, can prioritize multiple tasks, and meet deadlines

Professional, dependable, and collaborative

Comfortable working within compliance and documentation processes

Benefits

Competitive pay and benefits with a large employer (over 1600 employees nationwide)

401(k), health insurance, and a competitive benefits package

Work in a supportive, collaborative environment committed to professional excellence

Help clients navigate meaningful financial decisions with confidence

Opportunities for training, development, and long-term growth within the firm

Tuition reimbursement for qualified expenses

Equal Employment Opportunity

You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.

It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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