Join Our Growing Wealth Management Team

We are seeking a creative, organized, and motivated Social Media & Marketing Coordinator to help elevate our brand, strengthen client engagement, and support the continued growth of our wealth management practice.

This individual will be responsible for creating content, managing social media platforms, coordinating marketing initiatives, and helping communicate our firm’s value to clients, prospects, and the community. The ideal candidate is comfortable balancing creativity with professionalism and understands how to build a strong brand presence across multiple channels.

Responsibilities

Social Media Management

• Create and schedule content for LinkedIn, Facebook, Instagram, and other relevant platforms.
• Develop engaging graphics, videos, and written content that align with our brand.
• Monitor social media activity and respond to comments and messages as appropriate.
• Track engagement metrics and recommend strategies to increase visibility and growth.

Marketing & Brand Development

• Assist with the development and execution of marketing campaigns.
• Create and distribute client newsletters, email campaigns, and promotional materials.
• Maintain and update website content.
• Support client appreciation events, seminars, workshops, and community outreach initiatives.
• Coordinate relationships with vendors, media partners, and marketing resources.

Content Creation

• Write blog articles, social media posts, and client communications.
• Assist advisors with thought leadership content and educational materials.
• Capture and edit photos and videos for marketing purposes.
• Ensure all content aligns with compliance and brand guidelines.

Qualifications

• Experience in marketing, communications, social media management, or a related field.
• Strong writing, editing, and communication skills.
• Experience with Canva, Adobe Creative Suite, or similar design tools preferred.
• Familiarity with social media scheduling and analytics platforms.
• Strong organizational skills and attention to detail.
• Ability to work independently and manage multiple projects simultaneously.
• Experience in financial services is a plus but not required.

What We Offer

• Flexible part-time or full-time schedule.
• Opportunity to help shape and grow a respected wealth management brand.
• Collaborative and supportive team environment.
• Professional growth and development opportunities.
• Competitive compensation based on experience.

If you’re a creative professional who enjoys storytelling, marketing, and helping businesses grow, we’d love to hear from you.

To apply, visit: Capital Consulting Group, Inc. Email: Contact@InvestWithCCG.com