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Full Time Wealth Management Marketing information

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$26.5K

$50.7K

$73K

How much do full time wealth management marketing jobs pay per year?

As of Aug 14, 2026, the average yearly pay for full time wealth management marketing in the United States is $50,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,000.00 and $58,000.00 per year, depending on experience, location, and employer.

What are some of the unique challenges faced by marketing professionals in wealth management, and how can they best prepare for them?

Marketing professionals in wealth management face the unique challenge of promoting complex financial products and services while adhering to strict regulatory guidelines. This often requires close collaboration with compliance teams to ensure all marketing materials meet legal standards. Additionally, marketers must build trust with a discerning, high-net-worth audience, which demands a sophisticated, personalized approach. Staying current on industry trends and maintaining strong communication with advisors and product teams can help marketers navigate these challenges successfully.

What are the key skills and qualifications needed to thrive as a full time wealth management marketing professional?

Success in Full Time Wealth Management Marketing requires a solid background in finance or marketing, analytical skills, and preferably a degree in business, marketing, or a related field. Familiarity with CRM tools, digital marketing platforms, and financial data analytics systems, along with relevant certifications such as FINRA Series licenses or CFA, is valuable. Excellent communication, relationship-building, and strategic thinking skills help professionals connect with clients and develop effective marketing campaigns. These competencies are crucial for attracting and retaining clients, complying with industry regulations, and driving business growth in a competitive financial services landscape.

What is the difference between Full Time Wealth Management Marketing vs Wealth Management Client Associate?

AspectFull Time Wealth Management MarketingWealth Management Client Associate
Primary RoleDevelops marketing strategies, manages campaigns, and promotes wealth management servicesSupports client onboarding, assists with account management, and provides client service
Required SkillsMarketing expertise, communication skills, knowledge of financial productsCustomer service, administrative skills, basic financial knowledge
Work EnvironmentOffice-based, marketing departments within financial firmsClient-facing, often in branch or office settings
CertificationsTypically none required, but FINRA Series 7/66 may be beneficialFINRA Series 7/66 often required

While both roles operate within the wealth management industry, Full Time Wealth Management Marketing focuses on promoting services and developing marketing strategies, whereas Wealth Management Client Associates primarily support client relationships and administrative tasks. The roles differ in daily responsibilities but complement each other within the wealth management ecosystem.

What is full time wealth management marketing?

Full time wealth management marketing refers to a professional role focused on promoting the services and products offered by wealth management firms to potential and existing clients. Individuals in this role develop and implement marketing strategies, manage client communications, and help build the firm's brand presence. Their goal is to attract high-net-worth individuals, foster client relationships, and support business growth. They often work closely with financial advisors and other team members to create campaigns tailored to affluent clients' needs.
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Full Time Wealth Management Marketing jobs near you
Infographic showing various Full Time Wealth Management Marketing job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $50,705 per year, or $24.4 per hour.

Wealth Management Marketing Manager

Clients Blackbox, Inc.

Remote

Full-time

PTO

Re-posted 21 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 Wealth Management 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

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