Maggard Wealth Management works with individual clients to formulate a financial plan that achieves THEIR goals, from HEALTH to WEALTH.

Specializing in:

Wealth Management
Retirement Planning
Life Insurance
Medicare
Long Term Care Planning

Industry: Financial Services
Company Size: 11-50 employees

Maggard Wealth Management

Savvy Admin PROD

Position: Digital Marketing Specialist

Firm: Maggard Wealth Management

Location: Wesley Chapel, FL

**Overview: **

**Maggard Wealth Management **, a retirement-focused financial advisory firm based in **Wesley Chapel **, FL, dedicated to helping individuals and families achieve lasting financial security. We look forward to adding a **Digital Marketing Specialist ** who will be instrumental to our team’s ongoing success by creating a comprehensive marketing strategy and brand awareness.

We’re seeking a candidate with a keen eye for detail, outstanding organizational skills, and a passion for building relationships. The ideal individual demonstrates strong marketing and analytical abilities and excels at planning, executing, and improving campaigns to drive engagement and generate quality leads. In this role, you will collaborate closely with advisors, leadership, compliance teams, and external partners to achieve collaborative goals and help advance our marketing initiatives.

**What You’ll do: **

- Develop and implement engaging and innovative content for firm’s website and social media platforms (Facebook, LinkedIn, YouTube, Instagram, and Google) specifically for the 59-75 age demographic

- Design and implement drip campaigns to nurture leads and prospects in the senior market segment

- Compile monthly internal performance reports and analyze campaign effectiveness to inform and refine ongoing marketing strategies

- Produce, edit and share short impactful video clips that boost brand awareness and client engagement

- Monitor all lead funnels and ROI, providing recommendations to improve marketing programs

- Continuously explore and adopt the latest AI tools and trends to improve marketing workflows, refine campaign targeting, and personalize content

- Collaborate with leadership and advisor teams to plan and coordinate seminars and educational workshops, taking part in events to capture content for social media and enhance brand visibility

- Serve as the main point of contact for venues, vendors, and team ensuring deadlines are completed including mailers and digital ads

- Maintain records of approved advertisements, invitations, presentations, disclosures, and all related marketing materials

- Create and update all marketing materials including brochures, handouts, signage, presentations, and digital assets

**What We’re Looking For: **

- Minimum 2+ years’ experience in digital marketing for financial services, or highly regulated industries

- Experience in creating, editing, and producing video content for internal and external use (Ex. Facebook)

- Comprehensive experience in paid social media (Facebook Ads required; others a plus) and familiarity with creative strategies tailored to older adults

- Proficiency with Microsoft Office experience with CRM systems (Salesforce) and email marketing platforms (Constant Contact, Canva)

- Strong ability to execute online and offline marketing campaigns and a sharp eye for detail

- High degree of creativity, strong work ethic, and the ability to work at a fast pace

- Excellent verbal and written communication skills

- Proven ability to work independently and complete assigned tasks on schedule

**Bonus Points: **

- Associate’s degree

- Familiarity with FINRA, and SEC advertising compliance

**What You’ll Get: **

**Pay & Perks: **

- **$75k - $89k based on experience **

- **Paid holidays **

- **PTO after 1 year **

- **Health Insurance (stipend) **

- **Simple IRA with company match **

- **Firm sponsored continuous learning **

- **Career development and growth opportunities **

**Schedule: **

- **In office: Monday – Friday, 9am – 5pm (flexible schedule) **

- **Attendance at evenings and weekend events **

**Presented by Advisor Talent Solutions **

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com

Digital Marketing Specialist

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