Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Our client, an independent financial planning firm in Rochester, is looking to hire a Marketing Specialist to join their growing team.

Responsibilities

• Create and manage marketing strategies and campaigns for financial services.
• Develop and execute targeted inbound marketing strategies to attract and engage high-net-worth individuals and prospective clients.
• Manage digital marketing channels, including website content, SEO, email campaigns, and social media platforms (Facebook, Instagram, YouTube, LinkedIn).
• Create, edit, and distribute financial literacy content, blog articles, market updates, and video shorts.
• Engage with local businesses and educational establishments to identify opportunities for events and seminars.
• Manage event logistics from planning to execution, including invitations, setup, promotional materials, and post-event follow-up.
• Increase brand awareness and identify opportunities for local sponsorship, charity, and public relations.
• Create all marketing materials, ensuring compliance with SEC, FINRA, and firm guidelines.
• Analyze data and report on ROI, cost per lead, and conversion rates to optimize spending.
• Maintain up-to-date knowledge of SEC/FINRA compliance guidelines.
• Utilize CRM systems, design software, and email marketing platforms to drive campaigns.
• Work effectively both independently and in a team environment.
• Perform other duties as assigned.

Requirements

• 3-5 years of marketing experience, preferably in financial services, wealth management, insurance, or related fields.
• Strong computer skills in Canva, PowerPoint, and Illustrator.
• Strong organization and time management skills.
• Strong attention to detail.
• Self-motivated.
• Candidates must be authorized to work in the United States.
• Visa sponsorship is not available.
• Relocation is not available.

Skills

• Marketing Strategy
• Campaign Management
• Inbound Marketing
• Digital Marketing
• Website Content Management
• SEO
• Email Marketing
• Social Media Management
• Content Creation
• Video Editing
• Event Management
• Public Relations
• Brand Awareness
• Compliance (SEC, FINRA)
• Data Analysis
• ROI Analysis
• CRM Systems
• Design Software (Canva, Illustrator)
• Microsoft PowerPoint

Location

• Rochester

Work Type

• Full-time
• Direct Hire
• 100% In-office
• Local Travel Required

Experience Level

• 3-5 years

Education Level

• Bachelor's degree in Marketing, Communications, Business, or related field

Salary/Compensations

• $55,000 - $60,000

Benefits

• 401k match up to 4%
• 2 weeks PTO
• 40 hours sick time
• Paid holidays

About the Company

• Independent financial planning firm

Equal Opportunity

• All employees and applicants have access at all times to New York State and Federal Labor Laws and Posters at the Government Agency websites: https://dol.ny.gov/posting-requirements-0; https://www.dol.gov/general/topics/posters#workplace-posters