South Jordan, UT · On-site
$42K - $56K/yr
Who We Are Bill Good Marketing has been helping financial advisors build better practices since 1977. We make the systems, content, and tools that keep advisor businesses running, and we're behind ...
Quick apply
South Jordan, UT · On-site
$42K - $56K/yr
Who We Are Bill Good Marketing has been helping financial advisors build better practices since 1977. We make the systems, content, and tools that keep advisor businesses running, and we're behind ...
South Jordan, UT · On-site
$42K - $56K/yr
Who We Are Bill Good Marketing has been helping financial advisors build better practices since 1977. We make the systems, content, and tools that keep advisor businesses running, and we're behind ...
South Jordan, UT · On-site
$42K - $56K/yr
Who We Are Bill Good Marketing has been helping financial advisors build better practices since 1977. We make the systems, content, and tools that keep advisor businesses running, and we're behind ...
South Jordan, UT · On-site
$42K - $56K/yr
Who We Are Bill Good Marketing has been helping financial advisors build better practices since 1977. We make the systems, content, and tools that keep advisor businesses running, and we're behind ...
South Jordan, UT · On-site
$42K - $56K/yr
Who We Are Bill Good Marketing has been helping financial advisors build better practices since 1977. We make the systems, content, and tools that keep advisor businesses running, and we're behind ...
Make sure marketing materials are submitted for approval and that every team member stays current ... good work. How to apply Send your resume and a brief note about why this role interests you. We're ...
Make sure marketing materials are submitted for approval and that every team member stays current ... good work. How to apply Send your resume and a brief note about why this role interests you. We're ...
Make sure marketing materials are submitted for approval and that every team member stays current ... good work. How to apply Send your resume and a brief note about why this role interests you. We're ...
Quick apply
Make sure marketing materials are submitted for approval and that every team member stays current ... good work. How to apply Send your resume and a brief note about why this role interests you. We're ...
Wilmington, DE · On-site
$96K - $110K/yr
You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You ...
Wilmington, DE · On-site
$96K - $110K/yr
You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You ...
Make sure marketing materials are submitted for approval and that every team member stays current ... good work. How to apply Send your resume and a brief note about why this role interests you. We're ...
Make sure marketing materials are submitted for approval and that every team member stays current ... good work. How to apply Send your resume and a brief note about why this role interests you. We're ...
Make sure marketing materials are submitted for approval and that every team member stays current ... good work. How to apply Send your resume and a brief note about why this role interests you. We're ...
Make sure marketing materials are submitted for approval and that every team member stays current ... good work. How to apply Send your resume and a brief note about why this role interests you. We're ...
Atlanta, GA · On-site
$45K - $54K/yr
Keep the compliance approvals file current and make sure marketing materials are submitted for approval before use. * Manage day-to-day office flow. Keep supplies stocked, handle incoming mail ...
Atlanta, GA · On-site
$45K - $54K/yr
Keep the compliance approvals file current and make sure marketing materials are submitted for approval before use. * Manage day-to-day office flow. Keep supplies stocked, handle incoming mail ...
State College, PA · On-site
$50K - $65K/yr
They want a place where they're known, valued, and can do genuinely good work for clients who trust them. If that sounds like you, we'd like to hear from you. Compensation and Benefits * Salary: $50 ...
State College, PA · On-site
$50K - $65K/yr
They want a place where they're known, valued, and can do genuinely good work for clients who trust them. If that sounds like you, we'd like to hear from you. Compensation and Benefits * Salary: $50 ...
State College, PA · On-site
$50K - $65K/yr
They want a place where they're known, valued, and can do genuinely good work for clients who trust them. If that sounds like you, we'd like to hear from you. Compensation and Benefits * Salary: $50 ...
State College, PA · On-site
$50K - $65K/yr
They want a place where they're known, valued, and can do genuinely good work for clients who trust them. If that sounds like you, we'd like to hear from you. Compensation and Benefits * Salary: $50 ...
$42K - $54K/yr
You ask good questions, you listen, and you solve problems instead of passing them along. You work well in a team. We're small and collaborative here. You're someone who pitches in, communicates ...
$42K - $54K/yr
You ask good questions, you listen, and you solve problems instead of passing them along. You work well in a team. We're small and collaborative here. You're someone who pitches in, communicates ...
Leawood, KS · On-site
$70K - $90K/yr
If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading. FCS Family Office, a high ...
Leawood, KS · On-site
$70K - $90K/yr
If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading. FCS Family Office, a high ...
Prairie Village, KS · On-site
$70K - $90K/yr
If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading. FCS Family Office, a high ...
Prairie Village, KS · On-site
$70K - $90K/yr
If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading. FCS Family Office, a high ...
Atlanta, GA · On-site
$45K - $54K/yr
Keep the compliance approvals file current and make sure marketing materials are submitted for approval before use. * Manage day-to-day office flow. Keep supplies stocked, handle incoming mail ...
Atlanta, GA · On-site
$45K - $54K/yr
Keep the compliance approvals file current and make sure marketing materials are submitted for approval before use. * Manage day-to-day office flow. Keep supplies stocked, handle incoming mail ...
Atlanta, GA · On-site
$45K - $54K/yr
Keep the compliance approvals file current and make sure marketing materials are submitted for approval before use. * Manage day-to-day office flow. Keep supplies stocked, handle incoming mail ...
Quick apply
Atlanta, GA · On-site
$45K - $54K/yr
Keep the compliance approvals file current and make sure marketing materials are submitted for approval before use. * Manage day-to-day office flow. Keep supplies stocked, handle incoming mail ...
Wilmington, DE · On-site +1
$96K - $110K/yr
You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You ...
Wilmington, DE · On-site +1
$96K - $110K/yr
You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You ...
Wilmington, DE · On-site +1
$96K - $110K/yr
You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You ...
Wilmington, DE · On-site +1
$96K - $110K/yr
You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You ...
Wilmington, DE · On-site
$96K - $110K/yr
You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You ...
Quick apply
Wilmington, DE · On-site
$96K - $110K/yr
You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You ...
State College, PA · On-site
$50K - $65K/yr
They want a place where they're known, valued, and can do genuinely good work for clients who trust them. If that sounds like you, we'd like to hear from you. Compensation and Benefits * Salary: $50 ...
State College, PA · On-site
$50K - $65K/yr
They want a place where they're known, valued, and can do genuinely good work for clients who trust them. If that sounds like you, we'd like to hear from you. Compensation and Benefits * Salary: $50 ...
$42K - $56K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted yesterday
Dozens of financial advisors across the country trust BGM to keep their marketing running. You'd be the person who makes sure it actually does.
BGM's Presence service handles monthly email campaigns, direct mail, social media scheduling, and website updates for a portfolio of 30+ financial advisory clients. This role owns that entire operation. If you like systems, catch errors before anyone asks you to, and feel genuine satisfaction when a campaign goes out clean and on time, keep reading.
This is an execution and coordination role, not a creative one.
What You'll Actually Do
Most of your week lives in campaigns. You're configuring and launching monthly email sends across dozens of client accounts, each with its own list, timing, and compliance requirements. At the same time, you're coordinating with mail houses on direct mail pieces: submitting lists, reviewing proofs, tracking delivery. Social scheduling and website updates run in parallel. Nothing waits for you to finish something else first.
You're also the primary point of contact for every client in your portfolio. Questions, problems, change requests: they come to you. You maintain contact lists, keep data clean, manage stamp inventory for direct mail, and make sure nothing falls through.
When new advisors come on board, you set them up from signed contract to first send. When campaigns are ready to go, you're the last set of eyes before the client sees them.
You also generate quarterly performance reports for clients: open rates, click rates, unsubscribes. You flag accounts that look at risk before they become problems.
And when you find yourself doing the same thing twice, you fix it. You build automation tools to reduce manual work, keep documentation current, and surface process gaps or compliance risks before they turn into something bigger.
Who We Are
Bill Good Marketing has been helping financial advisors build better practices since 1977. We make the systems, content, and tools that keep advisor businesses running, and we're behind Altitude, a CRM built specifically for the financial advisory world. We're a small, family-owned company based in South Jordan, Utah, with a distributed team that punches well above its weight. No corporate layers, no fluff, just a tight group of people who care about doing good work.
Requirements
Who You Are
You manage clients and vendors proactively, not reactively. You build systems instead of doing things manually twice. You catch errors before the client does. In financial services, accuracy isn't optional, and you already know that.
Most importantly, you can hold 30+ client contexts in your head at any given time, know which ones need attention today, and move.
Required
Nice to Have
Benefits
What You Get