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Marketing Specialist - Financial Services - Largo, MD

Advisor Talent Solutions

Largo, Maryland

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JOB DETAILS
SKILLS
Alliance/Partner Marketing, Analysis Skills, Blog, Brochures, Calendar Management, Campaigns, Communication Skills, Content Development, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer/Client Research, Data Analysis, Data Collection, Detail Oriented, Direct Marketing, Email Marketing, Establish Priorities, Facebook Application Development, Finance, Financial Services, Inventory Management, Lead Generation, Leadership, LinkedIn, Marketing, Marketing Campaign, Marketing Strategy, Microsoft Office, Multiplatform/Cross-Platform, Newsletter, Offline Marketing, Online Marketing, Organizational Skills, Plan Meetings, Presentation/Verbal Skills, Revenue Growth, Sales Pipeline, Sales Strategy, Social Media, Telephone Skills, Time Management, Writing Skills, YouTube
LOCATION
Largo, Maryland
POSTED
5 days ago
Position: Marketing Specialist – Financial Services
Firm: Tabron & Associates
Location: Largo, MD
 
Do you bring creativity, sales-driven strategy, and a passion for marketing to your work? Are you energized by daily client interaction? We’re seeking an experienced Marketing Specialist with strong leadership abilities to develop and implement comprehensive marketing strategies that drive the growth of our sales pipeline. In this role, you will also schedule appointments for a nationally recognized Financial Professional based in Largo, MD.
 
We’re looking for a highly motivated individual with exceptional marketing and analytical skills. The ideal candidate excels at planning, executing, and optimizing campaigns to increase engagement, generate quality leads, and foster qualified opportunities. A proactive mindset and genuine enthusiasm for achieving results are essential. Outstanding phone skills, active listening, and a passion for building meaningful relationships are required. You will connect with prospects and clients, asking insightful questions to spark valuable conversations and deepen engagement.
 
What you’ll do:
  • Develop and implement engaging and innovative content for firm’s website and social media platforms (Facebook, LinkedIn, YouTube, Instagram, and Google)
  • Create and update all marketing materials including brochures, handouts, signage, presentations, and digital assets
  • Communicate with CEO on a regular basis to ensure direct marketing efforts are delivering required results
  • Be a liaison with FMO marketing department on any new marketing ideas
  • Attend and assist with coordinating seminars, client events and networking venues
  • Coordinate day-to-day marketing activities to help ensure all efforts serve to achieve campaign objectives
  • Coordinate with and respond to third-party marketing vendors
  • Write content for multichannel platforms, including social media posts, blogs, and newsletters including new segments and talking points
  • Oversee and respond to incoming messages on social media and online appointment software in a timely manner
  • Gather data and configure reports to support various data and analysis projects
  • Be responsible for assembling marketing assets, such as gifts and literature packets, and for maintaining inventory of marketing materials
 
What We’re Looking For:
  • 3-5 years of experience in a marketing role
  • Strong ability to execute online and offline marketing campaigns and a sharp eye for detail
  • Demonstrates a high level of creativity and a strong commitment to excellence
  • Proficient in managing and developing social media content across multiple platforms
  • Experienced in designing, executing, and analyzing email marketing campaigns
  • Advanced proficiency with Microsoft Office Suite
  • Strong organizational skills with the ability to prioritize projects and manage time effectively
  • Demonstrates outstanding customer service abilities with exceptional verbal and written communication skills, along with proven leadership capabilities
 
Bonus Points:
  • Experience in the financial industry preferred
  • Experience working with CRM/software systems (Redtail, Wealthbox, Snappy Kraken)
  • Desire to work long-term in the financial industry
 
What You’ll Get:
Pay & Perks:
  • $65,000 - $75,000 plus bonus potential
  • 401(k) with a company match
  • PTO begins accruing immediately and becomes available for use after 6 months of employment
 
Schedule:
  • Monday – Friday 9:00am – 5:30pm
  • Some evenings required for client events
 
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com         
 
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to or from this position at any time.

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Advisor Talent Solutions