Description

Marketing Associate, Advisor Engagement

(Remote)

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. 

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Marketing Associate, Advisor Engagement on the Employee Solutions Integrated Marketing team, you’ll play a pivotal role in helping to drive engagement with our team of licensed financial advisors.

For this role, we are seeking a candidate early in their career yet with professional experience in relatable roles to help advance our desire to put the employee and their needs at the center of everything we do. If you are a creative storyteller with a user-centric mindset and someone eager to make an impact and grow, this may be an opportunity for you!

Responsibilities:  

• Design, develop, and execute multi-channel marketing programs that drive advisor engagement with the goal of increasing client loyalty and driving business growth
• Analyze and review advisor engagement metrics to optimize marketing performance and enhance program design
• Develop a deep understanding of consumer financial needs and preferences, playing an active role in the development and definition of audience segments. 
• Partner with Consumer Insights and the National Advisor Center to gather data-driven insights that inform evolving program design
• Support the project management of other programs within Integrated Marketing as needed. 

Requirements:  

• Bachelor’s Degree in Marketing, Business, or other related field 
• 3-5 years of consistent track record delivering compelling and impactful work in relatable roles 
• Experience in the financial services industry preferred
• Passion for research and a dedication and desire to understand users and their preferences
• A creative thinker/storyteller who can bring new, outside-the-box ideas to the table 
• Strong writing skills including an ability to simplify complex concepts  
• Experience collaborating with creative partners (i.e. writers, designers) to bring a vision to life 
• Ability to develop successful cross-functional partners within and outside of marketing 
• Organized and detail-oriented with the ability to ensure projects are led effectively and efficiently 

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $64,000 - $85,400. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

2 Edelman Financial Engines data, as of September 30, 2024.