Note: The job is a remote job and is open to candidates in USA. BEAM Wealth Advisors is a client-first wealth management firm focused on simplifying clients’ lives and helping them find financial peace of mind. The Marketing Associate will support firm-wide marketing, client and advisor communications, events, branded materials, digital content, social media, email campaigns, website updates, and gifting programs.
Responsibilities
- Support firm wide marketing efforts, including newsletters, social media, website updates, branded materials, announcements, and recurring marketing communications
- Plan and coordinate client events, advisor events, and firm events, including invitation lists, invitations, RSVPs, logistics, vendor coordination, and follow up
- Assist advisors with individual marketing initiatives, including client appreciation events, prospecting events, and other relationship building efforts
- Create, update, and maintain marketing materials such as brochures, presentations, reports, business cards, envelopes, event materials, and other branded assets
- Coordinate monthly newsletters and related content, including blog posts, podcast updates, website posts, email campaigns, and compliance review
- Manage social media content for LinkedIn, Facebook, and Instagram using the firm’s established content calendar
- Maintain marketing mailing lists and assist with email campaign updates, bounce backs, unsubscribes, and list cleanup
- Support website content updates, including team pages, newsletter posts, podcast content, forms, and routine content maintenance
- Monitor and coordinate digital lead sources, including Meta leads, website contact forms, and prospect inquiries
- Manage client and employee gifting programs, including milestone gifts, WOW moment gifts, holiday gifting, sourcing, tracking, and coordination
- Use marketing and design tools such as Canva, Campaign Monitor, website platforms, and other systems to create and distribute marketing materials
Skills
- Bachelor's degree in marketing, communications, public relations, business, or a related field
- 1 to 5 years of marketing, communications, event planning, digital marketing, or related experience
- Experience creating marketing content, coordinating campaigns, managing events, or supporting brand communications
- Strong writing, editing, proofreading, organization, and communication skills
- High attention to detail and strong follow through across multiple projects and deadlines
- Comfortable working with digital marketing tools, design platforms, email marketing systems, websites, and social media platforms
- Professional judgment and ability to work within a compliance focused environment
- Positive, collaborative, and service-oriented approach
- Interest in financial services, wealth management, client experience, and relationship-based marketing
- Experience with Canva, Campaign Monitor, Adobe tools, website updates, or social media scheduling is helpful
Benefits
- Profitability bonus opportunity.
- Medical, dental, and vision insurance.
- Life and disability insurance.
- 401(k) with company match, subject to plan eligibility requirements.
- Profit sharing plan eligibility, subject to plan requirements.
- Hybrid work flexibility.
- Opportunity to grow within a collaborative, client-first wealth management firm.
- Exposure to firm wide marketing strategy, advisor marketing, events, branding, client communications, digital marketing, and executive level projects.
- Client first culture focused on relationships, service, and financial peace of mind.
- Collaborative team environment with strong support from advisors, client service, operations, investments, trading, and leadership.
- Growth oriented firm with opportunities to learn, contribute, and take ownership of meaningful work.
- Opportunity to support marketing that directly impacts client relationships, advisor growth, and the overall BEAM brand.
- A team culture that values service, integrity, resourcefulness, generosity, and fun.
Company Overview