Advisor Marketing Consultant

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity for a Advisor Marketing Consultant!

The Advisor Marketing Consultant helps financial advisor teams turn growth ambitions into marketing strategies that connect with clients, attract new relationships, and build momentum in their markets.

Serving as the primary strategic marketing partner for a portfolio of advisor teams across the Northeast region, the consultant brings ideas, insight, and a strong point of view. They uncover growth opportunities, inspire advisors to think differently about marketing, and translate business goals into focused plans, campaigns, and experiences that teams are motivated to put into action.

This role combines creativity, business judgment, data, and storytelling. The consultant builds trusted relationships with experienced advisors and senior leaders, influences action without direct authority, and brings together the right people and marketing capabilities to move ideas from possibility to measurable impact.

This is a Remote position with some travel (4-6 times per year)

As this will be supporting our Northeast region it is strongly preferred that candidates are located in the EST or CST time zones.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $88,000.00 to $100,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Portfolio and Advisor Support

• Serve as the primary strategic marketing partner for a portfolio of financial advisor teams across the Northeast region. Team size, business maturity, growth opportunity, and marketing needs will vary.
• Build a deep understanding of each advisor team’s ambitions, clients, market, strengths, and barriers to growth.
• Provide strategic marketing guidance and establish clear expectations for growth priorities, ownership, action, and follow-through.
• Adapt the consulting approach, meeting frequency, and level of support based on business needs, growth opportunities, and firm expectations.
• Partner with Advisor Marketing Specialists and other functional teams when execution support is included in an advisor team’s approved plan, while continuing to own the strategy, plan direction, communication, and accountability.
  

Core Responsibilities

Advisor Growth Strategy and Marketing Planning

• Lead the development and ongoing management of annual marketing strategies, plans, and budgets for assigned advisor teams, aligned with advisor growth goals, regional priorities, and firm guidance.
• Explore each advisor team’s goals, audience, local market, strengths, and growth opportunities to shape strategies that are relevant to the business and its clients.
• Bring fresh, practical marketing ideas that help advisor teams deepen client relationships, earn referrals, attract prospective clients, and strengthen their presence in the communities they serve.
• Help advisor teams imagine what is possible, then focus their ideas into a small number of meaningful priorities they can successfully execute.
• Translate marketing strategies into defined client and prospect activities, advisor commitments, timelines, owners, and measurable outcomes.
• Guide advisor teams in selecting the campaigns, content, events, digital experiences, tools, and service options best suited to their goals.
• Recommend how advisor teams should use available marketing budgets and monitor utilization throughout the year.
• Redirect proposed spending or activity that does not align with the agreed strategy, firm standards, or expected business value.
• Adjust recommendations when performance, advisor adoption, or changing business conditions indicate that the current approach is not producing the intended results.

Inspire Action and Build Advisor Commitment

• Build trusted, influential relationships by understanding each advisor team’s ambitions, business priorities, clients, market dynamics, and execution barriers.
• Lead energizing, growth-focused conversations that combine curiosity with a clear marketing point of view.
• Inspire advisor teams to see new possibilities, make confident marketing choices, and commit to the actions most likely to advance their goals.
• Challenge assumptions constructively, simplify competing ideas, and recommend the strongest path forward.
• Create shared accountability by making priorities, commitments, ownership, and next steps clear.
• Help advisor teams maintain focus and momentum throughout the year, recognizing progress while addressing stalled or ineffective activity.
• When advisor engagement or follow-through creates risk to the plan, document the concern, align with Advisor Marketing and Practice Management leadership, and support the agreed path forward.
• Maintain clear communication with advisor teams regarding priorities, decisions, ownership, progress, and unresolved barriers.

Performance Analysis and Optimization

• Review regional and advisor-team performance using Salesforce, firm dashboards, and other approved reporting tools.
• Evaluate measures such as net flows, Advisor Channel Inflows, client acquisition, retention, referrals, advisor activity, and adoption of agreed marketing strategies.
• Use data to identify performance gaps, ask informed questions, uncover emerging opportunities, and recommend action.
• Turn performance information, advisor context, and market observations into clear stories that help teams understand what is happening, why it matters, and what they should do next.
• Balance data with marketing judgment, recognizing when performance points to an opportunity and when deeper advisor or client insight is needed.
• Use Salesforce tools to review advisor and client information, develop targeted audiences, inform campaign decisions, and strengthen follow-up.
• Monitor marketing-budget utilization and vendor effectiveness, identifying underuse, inefficient activity, and opportunities to redirect resources toward greater impact.
• Identify successful advisor practices, validate the behaviors and outcomes behind them, and translate proven approaches into guidance that can be shared and scaled.
• Make progress and successful marketing behaviors visible so advisor teams remain engaged and other teams can learn from what is working.
  

Connect Advisor Opportunities with Firm Capabilities

• Act as a strategic partner to the Practice Management team, aligning on advisor growth priorities, interventions, ownership, and escalation while retaining ownership of the marketing strategy and recommendations.
• Serve as the connective point between advisor ambitions and the firm’s broader marketing capabilities, bringing together the right ideas, people, programs, and resources around the opportunity.
• Partner with Advisor Marketing Specialists to activate approved marketing plans, establish clear roles, coordinate recommendations, and maintain shared visibility into commitments and progress.
• Collaborate with Corporate Marketing and other functional partners to apply brand campaigns, content, digital tools, lead-generation programs, creative resources, events, and web capabilities in ways that support advisor growth.
• Partner with M&A marketing and onboarding teams when newly joined advisor teams transition into ongoing regional support. Clarify growth priorities and establish the initial marketing strategy and plan.
• Represent advisor and regional marketing needs in cross-functional forums, using data, advisor insight, and storytelling to influence priorities and shape stronger solutions.
• Create clarity and momentum across partners so strong marketing ideas do not stall between strategy and execution.
• Bring a recommendation, intended outcome, relevant advisor context, and clear decisions or dependencies to cross-functional discussions.
  

Plan, Documentation, and Workflow Management  

• Own meeting notes and documentation in designated firm systems, including decisions, commitments, owners, risks, and next steps.
• Maintain clear, current advisor marketing plans that capture priorities, decisions, commitments, ownership, progress, and next steps.
• Keep advisor teams and internal partners aligned through focused communication, timely follow-up, and clear visibility into barriers.
• Own the accuracy and ongoing management of advisor marketing plans in Wrike
• Maintain momentum without absorbing responsibilities that belong to the advisor or another functional partner.
• Escalate unresolved barriers through the appropriate Advisor Marketing and Practice Management leadership channels.
• Use documentation and workflow tools to support effective decision-making, continuity, and follow-through rather than allowing process to become the work itself.

Bring Ideas to Life and Shape What Comes Next

• Bring curiosity, creativity, and an advisor-centered perspective to the evolution of marketing programs, campaigns, tools, and experiences.
• Use field feedback, advisor performance, client needs, and execution patterns to identify opportunities for stronger, more scalable marketing solutions.
• Turn advisor and regional insights into ideas that can be tested, refined, and scaled across the firm.
• Lead selected department projects, campaigns, pilots, and new offerings from concept through adoption.
• Define the opportunity, intended experience, stakeholders, timeline, dependencies, adoption needs, and measures of success for assigned initiatives.
• Identify and test approved AI-enabled tools and marketing approaches that improve personalization, reduce manual work, and expand what advisor teams can accomplish.
• Share compelling stories, successes, and lessons that build enthusiasm for effective marketing across the region and the firm.
• Contribute to Advisor Marketing and Practice Management working sessions by owning the performance narrative, insights, and recommendations for assigned teams and the Northeast region.
• Present regional opportunities, risks, insights, and recommendations to executive leadership approximately one to two times annually.
• Present confidently to larger advisor audiences, including the firm’s Advisor Summit or all-company calls, when assigned.
  

What Success Looks Like

• Advisor teams view the consultant as a trusted strategic partner who brings valuable ideas, perspective, and direction.
• Advisor teams are more confident and motivated in how they use marketing to support their growth goals.
• Marketing strategies reflect each advisor team’s business, clients, market, and most meaningful growth opportunities.
• Strong ideas become focused priorities, clear commitments, and visible action.
• Assigned advisor teams maintain current marketing plans tied to defined growth strategies and measurable outcomes.
• Advisor teams consistently engage in the marketing planning process and understand the recommended next actions.
• Growth opportunities, advisor-engagement risks, and execution barriers are identified early and addressed appropriately.
• Marketing investments are intentionally allocated, actively monitored, and redirected when needed.
• Effective advisor practices and marketing approaches are identified, communicated, and scaled.
• Advisor Marketing, Practice Management, Advisor Marketing Specialists, and functional partners have clear ownership and work together around aligned regional priorities.
• The region demonstrates progress in shared growth and experience measures, including net flows, Advisor Channel Inflows, NPS, and advisor survey results. Results are influenced by advisor action and cross-functional partnership.

Work Environment and Travel

• This is a remote position. Candidates should ideally work in the Eastern or Central time zone to support Northeast advisor teams and internal partners.
• Approximately four to six trips are anticipated annually, including the department retreat, the Advisor Summit, and up to four advisor-team visits. Actual travel may vary based on regional business needs.
• Travel may include advisor-team meetings, regional working sessions, client or prospect events, and firm gatherings.
• The consultant is expected to establish clear objectives for each visit and capture resulting decisions, commitments, and next steps.
• The annual business-planning cycle from October through December is a peak period for advisor planning, budgeting, and strategy development.

Education/Qualifications

• Five or more years of experience in marketing strategy, field marketing, sales enablement, practice management, client success, or a related client-facing role.
• Demonstrated ability to develop compelling marketing ideas and translate them into clear strategies, campaigns, programs, or client experiences.
• Experience managing a portfolio of stakeholder or client relationships and multiple concurrent priorities with limited oversight.
• Ability to build trust, influence decisions, and gain commitment to action without direct authority.
• Ability to create energy around an opportunity, tell a persuasive story, and motivate stakeholders to move from discussion to action.
• Curiosity about client behavior, audience needs, market dynamics, and emerging marketing approaches.
• Comfort interpreting dashboards and business-performance data, using CRM information to investigate opportunities, and translating findings into recommendations.
• Strong facilitation, presentation, and executive communication skills.
• Ability to present an articulate marketing point of view to experienced advisors, senior leaders, and large audiences, both virtually and in person.
• Ability to prioritize opportunities based on business impact, focus stakeholders on the strongest path forward, and move complex issues toward resolution.
• Experience working across sales or advisor teams, marketing departments, and corporate functions.
• Strong marketing judgment balanced with the flexibility to listen, adapt, and meet advisor teams where they are.
• Proficiency with CRM, reporting, project-management, and Microsoft 365 tools.
• Bachelor’s degree in marketing, communications, business, or a related field, or equivalent professional experience.

Preferred Qualifications

• Experience in wealth management, a registered investment adviser, financial services, or a similarly regulated industry.
• Experience supporting financial advisors, sales professionals, or a distributed field organization.
• Experience with Salesforce or a comparable CRM platform.
• Experience using AI-enabled marketing or productivity tools within approved business controls.
• Experience developing or adapting marketing strategies for distinct markets, audiences, or client segments.
• Experience leading marketing pilots, change initiatives, or new programs from concept through adoption.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $87,400.00 - $131,000.00. However, the base salary range bolded above ($88,000.00 to $100,000.00) is what we expect to pay as a starting range for this position.
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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.