Social Media & Lead Generation Associate

Bagully Wealth Management is seeking a motivated, creative, and professional Social Media & Lead Generation Associate to help grow our social media presence and prospective-client outreach efforts.
This is a great opportunity for a current college or graduate student—or recent graduate—interested in marketing, business development, finance, communications, or financial services. You’ll work directly with the firm’s financial advisor to help build and manage a consistent social media and lead-generation program.
What You’ll Do Social Media and Content Development Create and manage social media content, including posts, graphics, short videos, and campaigns
Help maintain a social media and marketing calendar
Research content ideas and financial-planning topics
Lead Generation and Prospecting Research prospective clients and target markets
Conduct professional outreach through approved social media, email, telephone, and other channels
Help identify prospective clients and schedule introductory meetings with the financial advisor
Assist with seminars, webinars, referral initiatives, and other marketing efforts
Program Development and Reporting Track outreach, engagement, appointments, and campaign results
Help develop a repeatable lead-generation and follow-up process
What We’re Looking For Current college/graduate student or recent graduate in marketing, finance, business, communications, or a related field
Strong written and verbal communication skills
Organized, dependable, and comfortable with follow-up
Creative and interested in social media and digital marketing
Comfortable communicating professionally by phone, email, social media, and video
Able to work independently and take initiative
Interest in financial planning, wealth management, marketing, or business development
Experience with LinkedIn, Canva, social media scheduling tools, email marketing, or CRM systems is a plus but not required.
Schedule & Work Arrangement The position will average approximately 15 hours per week, depending on business needs and the employee’s schedule.
During the initial training period, the employee will work from the Bagully Wealth Management office at least two days per week, with remaining hours available remotely. The hybrid schedule may become more flexible after the first 90 days based on training, performance, and business needs.
Compensation $22–$27 per hour, depending on experience and qualifications
Eligibility for a discretionary quarterly performance bonus of up to 30% of quarterly base wages
Opportunity for additional hours and responsibilities as the role develops
This is a marketing and administrative position and does not involve providing investment advice or recommending securities or investment products. All marketing and outreach activities must follow applicable firm and financial-services compliance requirements.
The role offers hands‑on experience in social media marketing, lead generation, financial services, business development, marketing analytics, and wealth‑management practice operations, with the potential for expanded responsibilities and professional growth over time.

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