Cetera Financial Group
Advisor Marketing Specialist
Cetera Financial Group, Dallas, Texas, United States, 75215
Job Description
Cetera Financial Group (CFG) is seeking an
Advisor Marketing Specialist - SigniFI Elite Advisor Brands
whowill be responsible for assisting in the implementation and execution of marketing plans to support Avantax advisor marketing effectiveness and increase the company's assets under management (AUM).
What you will do:
The individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.Support SigniFI marketing directors in the implementation of advisory firms' strategic marketing plans.Maintain project management tools to track the status of marketing projects for each assigned brand.Take meeting notes during client calls, assign tasks, and coordinate follow-up implementation.Assist with the creation of custom content for advisor newsletters, websites, and social media platforms.Write, proofread, and edit communication materials for advisors' brands.Serve as the primary 'owner' of brands' FMG Suite accounts to manage website updates, email contact lists, and social media scheduling.Create graphics in Canva Pro, Photoshop, InDesign, Beautiful AI, or other programs as needed for brands' collateral materials, presentations, and social media posts.Gather metrics in Google Analytics and Sprout Social for quarterly reporting on brand performance.Conduct industry research and maintain master lists of public relations opportunities, awards, and recognitions.Manage the review and revisions of advisors' communication materials by compliance through the AdTrax system.Coordinate paperwork for sponsorships of advisors' events by product wholesalers/fund companies.Facilitate event planning logistics for advisors' local events as directed.Communicate with printers and other vendorsContinuously grow in the knowledge of digital marketing tactics such as social media, search engine optimization, and inbound marketing, as well as the tax and financial services industriesOther job duties as assigned.What you need to have:
Bachelor's degree, or equivalent related business experience. A course of study in marketing and/or advertising is preferred.Prior experience in a marketing or advertising role in the banking and finance sector is preferred.Excellent interpersonal and communication skills.Demonstrate the ability to multi-task and work in a fast-paced environment.Demonstrate the ability to work independently.Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.#LI-DNP
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.Easy access to mental health benefits to meet our team members and their families where they are.20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.Paid parental leave to support all team members with birth, adoption, and foster.Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Cetera Financial Group (CFG) is seeking an
Advisor Marketing Specialist - SigniFI Elite Advisor Brands
whowill be responsible for assisting in the implementation and execution of marketing plans to support Avantax advisor marketing effectiveness and increase the company's assets under management (AUM).
What you will do:
The individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.Support SigniFI marketing directors in the implementation of advisory firms' strategic marketing plans.Maintain project management tools to track the status of marketing projects for each assigned brand.Take meeting notes during client calls, assign tasks, and coordinate follow-up implementation.Assist with the creation of custom content for advisor newsletters, websites, and social media platforms.Write, proofread, and edit communication materials for advisors' brands.Serve as the primary 'owner' of brands' FMG Suite accounts to manage website updates, email contact lists, and social media scheduling.Create graphics in Canva Pro, Photoshop, InDesign, Beautiful AI, or other programs as needed for brands' collateral materials, presentations, and social media posts.Gather metrics in Google Analytics and Sprout Social for quarterly reporting on brand performance.Conduct industry research and maintain master lists of public relations opportunities, awards, and recognitions.Manage the review and revisions of advisors' communication materials by compliance through the AdTrax system.Coordinate paperwork for sponsorships of advisors' events by product wholesalers/fund companies.Facilitate event planning logistics for advisors' local events as directed.Communicate with printers and other vendorsContinuously grow in the knowledge of digital marketing tactics such as social media, search engine optimization, and inbound marketing, as well as the tax and financial services industriesOther job duties as assigned.What you need to have:
Bachelor's degree, or equivalent related business experience. A course of study in marketing and/or advertising is preferred.Prior experience in a marketing or advertising role in the banking and finance sector is preferred.Excellent interpersonal and communication skills.Demonstrate the ability to multi-task and work in a fast-paced environment.Demonstrate the ability to work independently.Strong proficiency in a variety of computer applications such as Word, Excel, PowerPoint, and Outlook.#LI-DNP
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.Easy access to mental health benefits to meet our team members and their families where they are.20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.Paid parental leave to support all team members with birth, adoption, and foster.Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.