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Advisor Marketing Associate

FartherHybrid - Dallas🇺🇸United States

Why this role stands out

This hybrid role offers a fantastic opportunity to be a strategic marketing partner for advisors, directly impacting their growth and the company's brand within a dynamic, tech-forward wealth management firm. You'll thrive here if you excel at relationship building, project management, and creative content development, all while contributing to a collaborative and innovative team environment. Embrace the chance to shape the future of wealth management and apply today!

Quick overview

SeniorityMid Senior
Work modeHybrid
LocationHybrid - Dallas, United States
Google WorkspaceMicrosoft ExcelMicrosoft PowerPointSlack

Job description

Company Description

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

Think client service meets marketing. We're looking for a Marketing Associate who thrives on building relationships and managing multiple stakeholders. You'll work directly with our advisors as their marketing partner - understanding their goals, managing projects, and delivering solutions that help them grow their practice. The Advisor Marketing Associate will play a pivotal role in supporting both our overarching brand and large team of advisors. Join our team and be a key contributor in shaping the future of wealth management.

Your Impact

  • Direct engagement with advisors to determine marketing resources available to address their marketing goals and needs
  • Project manage engagements to ensure details are accounted for and are completed on time and within budget
  • Collaborate with advisors to develop custom marketing materials
  • Develop compelling copy and identify relevant articles for digital channels and campaigns
  • Continuous learning and ownership of marketing topics to improve overall marketing program effectiveness and performance

The Ideal Match

  • Minimum of 3 years as a marketing associate or relevant experience (preferably in a marketing agency or financial services setting)
  • Experience writing marketing content
  • Experience in measuring the effectiveness of marketing initiatives
  • Excellent written and verbal communication skills
  • Ability to work both independently and as part of a team
  • Strong organization and time management skills
  • Meticulous attention to detail and accuracy
  • Experience with Slack, Google Workspace, Word, Excel, and PowerPoint is preferred

Why Join Us

  • Competitive comp package that rewards impact
  • Work alongside some of the brightest minds in fintech
  • Ground-floor opportunity at a fast-scaling startup
  • Chart your own growth path as we expand
  • Full health benefits + 401(k) matching & Roth IRA options
  • Unlimited PTO

Ready to disrupt wealth management? Let's talk!

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ApplyOr apply on Farther's site