Marketing Strategist -- Advisor Marketing

Financial Independence Group, LLC
Cornelius, NC

Job Description

Job Description

SCOPE:

The Marketing Strategist on our FIG All Points Media Advisor Marketing team blends key attributes of our consultative delivery model to ensure successful implementation of platforms, programs, and resources for our affiliated financial professionals.

ACCOUNTABILITIES:

Planning, building, integrating, reporting on, analyzing cutting-edge marketing tactics for independent financial advisory and insurance agency businesses.

There are no supervisory responsibilities for this position.

RESPONSIBILITIES:

  • Generate innovative ideas for consideration and implementation.
  • Design, structure, and oversee client marketing-related projects.
  • Managing campaigns from a results perspective, designed to drive prospects, enhanced brand identity/recognition, and engage with audiences.
  • Test, experiment, and redirect marketing tactics to maximize success.
  • Collaborate with external marketing alliances on best practices and new services
  • Work with internal All Points Media team members for overall concept, design, implementation plan, and expected results for each campaign/client.
  • Primary point of contact for affiliated independent financial professionals and their teams for all marketing related initiatives.
  • Analyze and report marketing campaign performance to internal team members as well as clients via the FIG Sales and Marketing Tracker

REQUIREMENTS:

Required

  • Bachelor’s degree in marketing, business, communications, or related field preferred.
  • 3+ years of marketing experience, specifically in a consultative, project, or relationship management function.
  • Outstanding written and verbal communication skills.
  • Excellent organizational skills with the ability to handle and prioritize multiple projects simultaneously.
  • Accuracy and attention to detail
  • Self-development skills to keep-up to date with fast-changing trends
  • Driven, team player motivated to take responsibility and ensure successful project outcomes.
  • Experience within financial services and/or the life insurance industries
  • Experience with an advertising agency serving multiple unique brands
  • Experience supporting independent business owners

Preferred

  • Experience within financial services and/or the life insurance industries
  • Experience with an advertising agency serving multiple unique brands
  • Experience supporting independent business owner
Posted 2026-06-26

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