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Financial Services Marketing Jobs (NOW HIRING)

The Director, Financial Services Marketing will be a senior marketing leader who combines deep knowledge of how investment professionals work with the strategic and executional range to build a best ...

The Director, Financial Services Marketing will be a senior marketing leader who combines deep knowledge of how investment professionals work with the strategic and executional range to build a best ...

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Financial Services Marketing information

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$46.5K

$79.9K

$100.5K

How much do financial services marketing jobs pay per year?

As of Jul 30, 2026, the average yearly pay for financial services marketing in the United States is $79,904.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $90,000.00 per year, depending on experience, location, and employer.

What do financial marketers do?

Financial marketers develop strategies to promote financial products and services, such as banking, investments, and insurance. They create advertising campaigns, manage branding, analyze market trends, and use tools like CRM software to reach target audiences and drive client engagement.

What is the difference between Financial Services Marketing vs Financial Advisor?

AspectFinancial Services MarketingFinancial Advisor
CredentialsMarketing degrees, certifications like CIM or CFA (for marketing roles)Financial planning certifications like CFP, Series 7, Series 66
Work EnvironmentMarketing departments, advertising agencies, financial firmsClient offices, banks, financial planning firms
Employer & Industry UsageFinancial institutions, marketing agenciesBanks, investment firms, independent advisory firms

Financial Services Marketing focuses on promoting financial products and services to attract clients, requiring marketing expertise and industry knowledge. In contrast, a Financial Advisor provides personalized financial planning and advice directly to clients, requiring financial credentials and client relationship skills. Both roles operate within the financial industry but serve different functions and skill sets.

What are the key skills and qualifications needed to thrive in Financial Services Marketing, and why are they important?

To thrive in Financial Services Marketing, you need a solid understanding of finance, marketing principles, and data analysis, often backed by a degree in marketing, finance, or a related field. Familiarity with CRM platforms, digital marketing tools, and certifications like FINRA Series 7 or digital marketing credentials are commonly required. Strong communication, analytical thinking, and relationship-building skills help professionals create effective campaigns and connect with clients. These skills ensure compliance, effective client engagement, and the ability to drive growth in a highly regulated and competitive industry.

What is financial services marketing?

Financial services marketing involves promoting banking, insurance, investment, and other financial products to attract and retain clients. It requires understanding customer needs, compliance with regulations, and often utilizes digital channels and data analysis to target specific audiences effectively.

What is the highest paid job in marketing?

In marketing, executive roles such as Chief Marketing Officer (CMO) or Vice President of Marketing tend to be the highest paid, often earning six-figure salaries or more depending on the company size and industry. These positions require strategic leadership, extensive experience, and often advanced degrees or certifications.

What are some common challenges faced by professionals in financial services marketing, and how can they be addressed?

Professionals in financial services marketing often navigate complex regulations and compliance requirements when crafting campaigns, which can limit creative options and messaging. Additionally, building trust with clients in a highly competitive industry requires clear communication and a strong understanding of financial products. Success in this role involves staying up-to-date with regulatory changes, working closely with compliance teams, and leveraging data-driven insights to tailor marketing strategies. Collaborating with product managers, legal teams, and sales professionals is also essential to ensure marketing materials are both compelling and compliant.

How much do financial marketers make?

Financial marketers typically earn a median annual salary of around $65,000 to $85,000, depending on experience, location, and the size of the organization. Senior roles or those with specialized skills in digital marketing or data analysis can earn higher salaries, often exceeding $100,000 annually.
More about Financial Services Marketing jobs
What cities are hiring for Financial Services Marketing jobs? Cities with the most Financial Services Marketing job openings:
What are the most commonly searched types of Financial Services Marketing jobs? The most popular types of Financial Services Marketing jobs are:
What states have the most Financial Services Marketing jobs? States with the most job openings for Financial Services Marketing jobs include:
What job categories do people searching Financial Services Marketing jobs look for? The top searched job categories for Financial Services Marketing jobs are:
Infographic showing various Financial Services Marketing job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $79,904 per year, or $38.4 per hour.

Full-time

PTO

Re-posted 6 days ago


Job description

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 Services Marketing Manager) 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

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