Marketing Coordinator

Job Overview
The Marketing Solutions department is seeking a marketing associate with a digital marketing background. In this position, you will be assisting marketing consultants—the marketing strategists for advisors—to combine website management, social media, and email marketing with business acumen to drive strategy and execution for several advisors’ practices. You will execute the marketing consultant’s digital marketing strategy for advisors using email, social media, SEO, lead generation, websites, and more.

What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

You Will

Report to the marketing manager.

Work closely with multiple marketing consultants.

Execute a digital marketing strategy for advisors.

Schedule content to be distributed by social media, email, and blog.

Make updates to an advisor’s website, including owning SEO/AEO implementation.

Collaborate with compliance to ensure content, brand, and messaging are approved.

Implement email campaigns to drive lead acquisition & client retention.

Collaborate with the advisor’s office staff to ensure cohesive messaging and communications.

Exhibit strategic agility when adopting and implementing current tools and technology.

Provide feedback and enhancements from the advisors.

Actively participate in their culture and drive our mission and values.

Requirements

1-3 years’ experience.

Solid knowledge of inbound marketing tools and web management.

Working knowledge of web design principles, best practices, and content management platforms.

Good understanding of digital marketing tools such as Google Analytics, AdvisorStream, & email marketing platforms.

Core Competencies

Excellent written and verbal communication skills.

Attention to detail and time management.

Strategic agility.

Preferences

Bachelor’s degree in marketing, communication, or a related field.

CRM experience preferred but not required.

Financial services experience preferred but not required.

Job Details

Location: Charlotte, NC (Contract position)

Type: Contract

Remote: Fully remote

Pay and Benefits
The pay range for this position is $25.00 - $30.00/hr.

Medical, dental & vision

Critical Illness, Accident, and Hospital

401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions available

Life Insurance (Voluntary Life & AD&D for the employee and dependents)

Short and long‑term disability

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

Time Off/Leave (PTO, Vacation or Sick Leave)

Application Deadline
This position is anticipated to close on Jul 31, 2026.

Equal Opportunity Employment
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Legal Notices
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

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