Clients Blackbox, Inc. logo
Clients Blackbox, Inc.

Scalable profitable organic growth for RIAs, avg $1.5M AUM clients, and proven performance branding.

Financial Advisor – Marketing Specialist

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteSeniorTeam 1-10Since 2021Company SiteLinkedIn

Location

United States

Posted

6 hours ago

Salary

0

Seniority

Senior

Bachelor Degree5 yrs expEnglish

Job Description

Financial Advisor – Marketing Specialist

Clients Blackbox, Inc.

**About Clients Blackbox** Clients Blackbox is a performance marketing agency that specializes in Meta advertising for Registered Investment Advisors. We help financial advisors grow their practices by generating qualified appointments with high-net-worth prospects. Our proven video sales letter methodology has generated over $45 billion in AUM pipeline for financial advisors across the country. We operate with a performance-first mindset. Our clients hire us to deliver qualified appointments at a specific cost per appointment, with target show rates and close rates that make the math work for their practice. When we hit these metrics, everyone wins. We're going through a massive growth period and looking for a Senior Paid Media Strategist (aka Financial Advisor Marketing Specialist) who owns their accounts end to end. **The Opportunity** This is not an execution-only role. You will own a portfolio of client accounts, running bi-weekly calls, managing campaign performance, writing ad copy, and being the primary point of contact for your clients. You are the strategist and the doer. If you want to hide behind a project manager and just push buttons in Ads Manager, this is not the role for you. You'll report to the Associate Director of Operations and have direct responsibility for client retention and results. **Role and Responsibilities** *Client Ownership* - Own client accounts and serve as the primary point of contact - Run bi-weekly client calls to review performance, discuss strategy, and align on next steps - Send bi-weekly performance reports 24 hours before scheduled calls - Build trust and relationships that drive renewals and referrals *Paid Media Execution* - Build, launch, and optimize Meta advertising campaigns focused on lead generation and appointment booking - Manage campaign budgets, audience targeting, bid strategies, and creative testing - Monitor daily performance and make adjustments to hit cost per appointment targets - Troubleshoot underperforming campaigns and develop intervention strategies *Copy and Creative Strategy* - Write ad copy and video sales letter scripts for financial services audiences - Develop hooks, angles, and messaging variations for testing - Collaborate with video editors on creative production - Use AI tools to accelerate copywriting while maintaining quality *Technical Setup* - Set up tracking, pixels, and conversion events - Configure Calendly integrations, Zapier automations, and lead routing - Troubleshoot technical issues between ad platforms and client systems

Job Requirements

  • Required Experience*
  • 5+ years of experience in paid media, specifically Meta advertising
  • Experience managing multiple client accounts simultaneously
  • Proven track record of hitting performance targets and retaining clients
  • Strong copywriting skills with ability to write compelling ad copy and scripts
  • Experience with conversion tracking, pixels, and basic marketing automation
  • Preferred Experience*
  • Experience in the financial services vertical. Understanding of lead generation and appointment-setting campaigns. Familiarity with video sales letter marketing methodology. Experience with high-ticket, considered purchase funnels.
  • Skills and Attributes*
  • You take ownership. When something breaks, you fix it. You don't wait for someone to tell you what to do. Strong communicator who can explain performance data to non-technical clients. Detail-oriented but able to move fast. Comfortable with direct client interaction and accountability for results. You want to be the person responsible, not one of three people sharing responsibility.

Benefits

  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Training & Development
  • Work From Home
  • Flexible Schedule
  • Performance Bonus

Related Job Pages

More Financial Planning and Analysis Jobs

Part TimeRemoteTeam 1-10H1B No Sponsor

• Invoices & Payment Processing – create and send invoices, prepare bank transfers, and monitor incoming payments. • Numbers & KPIs – maintain key metrics, produce reports and small analyses to support our management control. • Accounts Receivable – monitor open items, ensure payment terms are met, and coordinate the dunning process. • Process Optimization – review, improve, and document finance workflows. • Email Communication – friendly, professional correspondence with our tax advisor, the team, and external partners. • Payroll – collect payroll data and prepare it for our tax advisor.

Germany
Co-operators logo

Senior Underwriter, Life & Living Benefits

Co-operators

All your investing and insurance needs in one place. 🍁Proudly Canadian since 1945.

Full TimeRemoteTeam 5,001-10,000H1B No Sponsor

Role Description The Senior Underwriter provides mortality and financial risk assessment of individual insurance for life, critical illness, and disability product lines. The position works closely with captive advisors and brokers, assesses medical and non-medical information, providing support and issue resolution. The role also provides guidance to less experienced underwriters or other new business staff and participates in product, policy, and process improvements. How you will create impact: - Utilizing individual insurance product knowledge and procedures/guidelines to assess complex applications and policy changes with various medical and non-medical risks. - Understanding and determining reinsurance impact on mortality risk, determining the need to refer the case to a higher authority (Senior Underwriting consultants, Team Leads, Medical Director, and Manager). - Use judgement to make high-level decisions in accordance with our Company’s guidelines, procedures, and time standards in a cost-effective manner. - Compiling an electronic summary of underwriting requirements for each client for each product line on the Phoenix system, which feeds information to the Life Pages displaying requirements for Advisors. - Working with Distribution Management staff on complex cases and on training issues related to the field. - Supporting advisors in their pursuit of compensation goals, club validation, etc., by ensuring that their business is processed accurately and promptly during sales contest and cut-off periods. - Identifying needs to deviate from procedure(s) or to explore alternate means of obtaining information needed to underwrite and provide recommendation for referral to Chief Underwriter. How you will succeed: - You influence change and are committed to continuous improvement, in order to exceed client expectations. - You leverage critical thinking skills to identify problems and proactively propose solutions. - Your strong communication skills allow you to clearly convey messages. - You’re an effective team player who shares knowledge to support your peers. Qualifications - 2+ years of working experience in individual underwriting. - Post-secondary degree in nursing or kinesiology. - Completed or working towards Fellow, Academy of Life Underwriting (FALU) or Academy of Life Underwriting (FLMI) designation. - Demonstrated decision making, communication, and interpersonal skills. - Treated all confidential material with a high level of integrity. - Effectiveness and efficiency of resource management in achieving results while maintaining consistently high levels of quality, accuracy, and timeliness, as well as continuously striving to improve processes, reporting, and service levels. Requirements - Strict confidentiality with respect to client’s medical history, financial status, and other personal information. Benefits - Training and development opportunities to grow your career. - Flexible work options and paid time off to support your personal and family needs. - A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. - Paid volunteer days to give back to your community. - A comprehensive total rewards package, including competitive salary, bonus, pension, and benefits. - Expected salary range $60,574 - $100,956. - Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

Canada
C$60.6K - C$101.0K / year
Zensar logo

CORE NETWORKING-ROUTING AND SWITCHING

Zensar

At Zensar, we’re “experience-led everything”. We are committed to conceptualizing, designing, engineering, marketing, and managing digital solutions and experiences for over 130 leading enterprises. We are a company driven by a bold purpose: Together, we shape experiences for better futures. Whether for our clients, our people, or the world around us, this belief powers everything we do. At the heart of our culture is ONE with Client - a set of four core values that reflect who we are and how we work: One Zensar, Nurturing, Empowering, and Client Focus. Part of the $4.8 billion RPG Group, we’re a community of 10,000+ innovators across 30+ global locations, including Milpitas, Seattle, Princeton, Cape Town, London, Zurich, Singapore, and Mexico City. We believe the best work happens when individuality is celebrated, growth is encouraged, and well-being is prioritized. We are an equal employment opportunity (EEO) and affirmative action employer, committed to creating an inclusive workplace. All qualified applicants will be considered without regard to race, creed, color, ancestry, religion, sex, national origin, citizenship, age, sexual orientation, gender identity, disability, marital status, family medical leave status, or protected veteran status.

Full TimeRemoteTeam 10,001

Role Description - Perform firmware/OS patching and upgrades on network devices (routers, switches, firewalls) - Manage configuration updates, backups, and standardization across network infrastructure - Conduct pre/post upgrade validation to ensure network stability and minimal downtime - Perform L2 triage for network-related incidents, patch failures, and performance issues - Ensure security compliance by addressing vulnerabilities and applying recommended fixes - Maintain change records and participate in CAB approvals for network changes - Collaborate with security, infrastructure, and application teams for coordinated execution Qualifications - Strong hands-on experience with network devices (Cisco, Juniper, Palo Alto, etc.) - Expertise in network OS upgrades, patching, and configuration management - Good understanding of routing, switching, firewall concepts - Experience in incident triage and troubleshooting - Familiarity with ITIL processes (Incident/Change Management) Requirements - Exposure to automation tools (Ansible, Python) for network configuration - Experience with vulnerability/remediation tools - Relevant certifications (CCNA, CCNP, or equivalent) Benefits - Inclusive workplace with a focus on individuality and well-being - Opportunities for growth and learning

India
SOFTETA logo

Financial Data Systems Specialist

SOFTETA

A Full-stack software development company

Full TimeRemoteTeam 11-50H1B No Sponsor

• Ensure successful execution of daily and monthly process launches within data warehouses and financial reporting systems • Manage and maintain the underlying databases supporting our financial reporting solution, including performance optimization of SQL queries. • Design and implement effective database archiving strategies to ensure scalability and long‑term data integrity.

Poland