Advisor Marketing Consultant

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com .

We have an exciting opportunity for a Advisor Marketing Consultant !

The Advisor Marketing Consultant helps financial advisor teams grow by turning business goals into focused, actionable marketing strategies. This role serves as the primary strategic marketing partner for a portfolio of advisor teams across the Northeast region.

The consultant analyzes growth opportunities, recommends priorities, develops practical marketing plans, and influences advisors to take action. The role works closely with Practice Management, Advisor Marketing Specialists, and Corporate Marketing to coordinate support and maintain momentum from strategy through implementation. Success requires strong business judgment, confidence working with experienced advisors and senior leaders, comfort using data to make recommendations, and the ability to create accountability without direct authority.

This is a Remote position with some travel (4-6 times per year)

As this will be supporting our Northeast region it is strongly preferred that candidates are located in the EST or CST time zones.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $88,000.00 to $100,000.00 , exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Portfolio and Advisor Support

• Support a portfolio of financial advisor teams across the Northeast region.

• Team size, business maturity, growth opportunity, and marketing needs will vary.

• Engage advisor teams through a structured consulting approach, with meeting frequency and support aligned to business needs and firm expectations.

• Provide strategic marketing consultation to assigned advisor teams and establish clear expectations for agreed growth actions, ownership, and follow-through.

• Coordinate with Advisor Marketing Specialists and other functional partners when execution support is part of the advisor team’s approved plan.

• The consultant continues to own strategy, plan management, communication, and accountability.

Core Responsibilities

1. Advisor Growth Strategy and Planning

• Lead the development and ongoing management of annual marketing plans and budgets for assigned advisor teams, aligned with firm guidance, advisor growth goals, and regional priorities.

• Translate each plan into specific advisor commitments, client and prospect activities, timelines, owners, and measurable outcomes.

• Recommend how advisor teams should use available marketing budgets and monitor utilization throughout the year.

• The consultant may decline or redirect proposed spending that does not align with firm standards, strategy, or expected business value.

• Guide advisor teams in selecting the marketing programs, campaigns, tools, and service options best suited to their goals.

• Adjust recommendations when performance, adoption, or business conditions indicate the current approach is not working.

2. Advisor Consultation and Accountability

• Build trusted, influential relationships by understanding each advisor team’s growth goals, business priorities, market dynamics, and execution barriers.

• Lead structured, growth-focused conversations with a clear point of view.

• Challenge passive or ineffective approaches, recommend the strongest path forward, and gain commitment to practical next steps.

• Hold all assigned teams accountable for engaging in the marketing planning process and completing agreed actions.

• When advisor engagement or follow-through stalls, document the risk, raise it with Advisor Marketing leadership and Practice Management leadership, and support the agreed escalation and monitoring plan.

• Maintain clear communication with advisor teams regarding priorities, decisions, ownership, progress, and unresolved barriers.

3. Performance Analysis and Optimization

• Review regional and advisor-team performance using Salesforce, firm dashboards, and other approved reporting tools.

• Areas of focus include net flows, Advisor Channel Inflows, client acquisition, retention, referrals, advisor activity, and adoption of agreed marketing strategies.

• Use data to identify performance gaps, ask informed questions, uncover emerging opportunities, and recommend actions.

• Use Salesforce tools to review advisor and client information, create targeted lists, support campaign decisions, and improve follow-up.

• Monitor marketing-budget utilization and vendor effectiveness, identifying underuse, inefficiency, and opportunities to redirect resources toward higher-impact activity.

• Identify successful advisor practices, validate the behaviors and outcomes behind them, and translate proven approaches into reusable guidance.

4. Cross-Functional Partnership and Execution

• Co-own advisor accountability with Practice Management team.

• Align on growth priorities, advisor interventions, ownership, and escalation while retaining ownership of the marketing strategy and recommendations.

• Partner with Advisor Marketing Specialists when execution support is included in an advisor team’s approved plan.

• Establish clear roles, coordinated recommendations, and shared visibility into commitments and progress.

• Coordinate with Corporate Marketing and other functional partners to connect advisor needs with brand campaigns, digital tools, lead-generation programs, creative support, and web support.

• Partner with M&A marketing and onboarding teams when a newly joined advisor team enters the Northeast region.

• Support the transition into ongoing regional support, clarify growth priorities, and establish the initial marketing plan.

• Represent advisor marketing needs and regional growth opportunities in cross-functional forums.

• Bring data, advisor context, a recommendation, and clear decisions or dependencies.

5. Plan, Documentation, and Workflow Management

• Own meeting notes and documentation in designated firm systems, including decisions, commitments, owners, risks, and next steps.

• Own the accuracy and ongoing management of advisor marketing plans in designated firm systems.

• Coordinate communication and follow-up with advisor teams and internal partners, maintaining momentum without absorbing accountability that belongs to the advisor or another functional owner.

• Escalate unresolved barriers through the appropriate Advisor Marketing and Practice Management leadership channels.

6. Team Contribution, Communication, and Innovation

• Contribute to advisor marketing and Practice Management working sessions by owning the data, performance narrative, insights, and recommendations for assigned teams and the Northeast region.

• Present regional insights, risks, opportunities, and recommendations to the executive leadership team approximately one to two times annually.

• Present confidently to larger advisor audiences, including the firm’s Advisor Summit or on all company calls, when assigned.

• Identify, test, and help scale approved AI-enabled tools and content approaches that reduce manual work, improve personalization, and strengthen advisor marketing execution.

• Use field feedback, advisor performance data, and