Job Description
We are seeking a creative, detail-oriented, and highly motivated Marketing and Social Media Coordinator to join our growing team. This dynamic role blends content creation and digital marketing with the administrative precision needed to support a professional, compliance-driven marketing operation.
This is an in-person position located in Salem Oregon.
What role will you play?
You'll play a key role in executing our brand strategy across digital platforms, while also ensuring the accuracy and consistency of internal marketing assets. Ideal candidates are equally comfortable writing an engaging social media post as they are updating a budget spreadsheet, making website edits, or coordinating with a graphic designer to keep marketing operations running smoothly.
This is an opportunity to contribute both creatively and operationally to a client-first financial planning and wealth management firm that values curiosity, an ownership mentality, care, and integrity.
Key Responsibilities
Marketing Execution
- Collaborate with the Marketing Manager to develop and execute programs aligned with our business goals and overarching brand strategy
- Build and maintain the marketing calendar, supporting both new initiatives and existing services, including digital campaigns, events, PR, and product launches
- Manage and execute email marketing campaigns, direct mailings, and other client communications using platforms such as Constant Contact
Compliance & Review Process
- Partner with compliance to ensure all marketing materials are approved and compliant with financial services regulations (e.g., SEC, FINRA)
- Maintain a version-controlled archive of approved materials and manage updates as regulations or services evolve
Digital Content & Internal Asset Management
- Maintain and organize marketing collateral, digital assets, presentations, and website content including headshots, bio, team inserts, service pages, and other internal materials
- Support website content updates and SEO optimization in collaboration with web vendors or internal stakeholders
Event Planning & Support
- Plan and manage logistics for marketing and client gifts and events, including venue research, vendor negotiations, supply coordination, and on-site execution
- Track event and sponsorships costs and contributions ensuring compliance
Social Media Management & Growth
- Create and manage content across all active social media platforms (LinkedIn, Facebook, Instagram, X, YouTube), maintaining a professional, educational, and engaging tone
- Schedule, post, monitor, and engage with audiences using tools like Hootsuite or Buffer
- Monitor analytics to optimize future campaigns
Qualifications & Skills
Required
- 2+ years of experience in marketing, communications, or social media coordination
- Proven experience managing social media platforms, including content creation, engagement, and growth strategies
- Proficiency in design and scheduling tools such as Canva, Hootsuite, Buffer, or similar
- Strong written and verbal communication skills with an emphasis on professional, brand-aligned tone
- Familiarity with email marketing platforms like Mailchimp, Constant Contact, or HubSpot
- Basic understanding of SEO and paid digital advertising (Google Ads, Facebook/Meta Ads)
- Experience using analytics tools such as Google Analytics, Meta Business Suite, or similar
- Highly organized with the ability to manage multiple projects and deadlines simultaneously
- Attention to detail and commitment to quality and compliance
- Willingness to learn and work within the regulatory environment of financial services
- A curious, proactive mindset with a willingness to experiment and refine through testing
Preferred
- Experience working in a financial, legal, or other regulated industry
- Familiarity with marketing compliance in financial services (FINRA, SEC guidelines)
What We Offer
- A mission-driven, client-first culture that values integrity, innovation, and excellence
- The opportunity to grow within a respected and expanding financial firm
- Collaborative team environment with a focus on professional development
- Access to ongoing education in marketing, compliance, and financial industry trends
Please note: This is an in-person position located in our Salem, Oregon office
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