Marketing Assistant Job at Macro Wealth Management, Inc. in Peoria

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Macro Wealth Management, Inc. provided pay range

This range is provided by Macro Wealth Management, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

50,000.00 / yr - $55,000.00 / yr

Marketing Assistant

Advance your career and truly make a difference! An exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills, seeking to join Macro Wealth Management in Peoria, IL.

Macro Wealth Management is a holistic financial planning firm dedicated to helping clients achieve financial confidence and peace of mind. We live out our Core Values every day : Passionate, Adaptable, Generous, Self-Motivating, and Committed. These values guide how we serve clients, support one another, and continue to grow as an organization.

We are seeking a dedicated and enthusiastic Marketing Assistant to join our team and help us tell our story, strengthen client relationships, and build lasting impact.

Description :

You will play a key role in developing and executing marketing strategies that reflect our Core Values. You’ll collaborate closely with the Advisory Team and Compliance to create meaningful client experiences, enhance brand visibility, and contribute to our firm’s ongoing growth and success.

Key Skills :

Proven experience in a marketing role

Strong understanding of marketing principles and strategies

Experience with graphic design tools (Adobe Creative Suite, Clipchamp, YouTube Studio)

Proficiency in digital marketing tools and platforms such as Canva, Hootsuite, Google Analytics, or HubSpot

Excellent written, phone and verbal communication skills

Creative thinking and problem-solving abilities

Ability to work collaboratively while thriving in a self-driven environment

Strong organizational skills and attention to detail

Bachelor’s degree in Marketing, Business Administration, or related field

1+ years experience in a marketing role

Familiarity with CRM software and email marketing platforms such as Constant Contact or Snappy Kraken preferred

Previous experience working within the financial services industry (e.g., Registered Investment Advisor, banking, or insurance) preferred

Ability to prioritize tasks and maintain productivity in a dynamic environment

Responsibilities :

Create engaging, accurate, and creative content for digital and traditional marketing channels (social media, email, website) that communicates our mission with enthusiasm and energy

Assist in the development and execution of marketing campaigns, adjusting strategies based on results and client feedback to remain innovative and effective

Support client-focused initiatives such as sourcing custom gifts, planning educational seminars, webinars, and annual client events that add value to relationships and foster goodwill

Take ownership of projects from concept to completion, ensuring marketing materials are updated, accurate, and delivered with excellence

Accountable for the first layer of company sales funnel, moving Leads to First Appointment

Monitor, track, and measure the success of marketing efforts using analytical tools, providing insights to continuously refine strategies and align initiatives with the firm’s vision and long-term objectives

Other duties as assigned to support office growth

Performance based bonuses after first year of employment

PTO and company recognized holidays

Opportunities for professional development and growth

A collaborative, values-driven, and supportive work environment

Hours :

In office : Monday – Friday, 8 : 30am – 5 : 30pm

Presented by Advisor Employee Services Thank you for your interest in the Marketing Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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