Advisor Marketing Consultant

Advisor Marketing ConsultantBaystate Financial Department: Marketing Reports to: Marketing & Strategy Manager Employment Type: Full-time Location: In-person at one of our New England office locations Benefits: Medical, Vision, Dental, 401(k), Disability Insurance Compensation: Salary range for this position is $60,000 – 80,000 base, commensurate with experience, and includes a comprehensive benefits package. This is a salaried position with performance-based bonus opportunities. No sales or commissions are involved.Position OverviewBaystate Financial is seeking an experienced Advisor Marketing Consultant to join our Marketing department. This position will serve as a strategic marketing partner to Baystate Financial advisors and advisor teams, helping them develop and execute marketing initiatives that strengthen their brands, expand their digital presence, deepen client engagement, and support sustainable practice growth.This is an ideal opportunity for a versatile marketing professional who can move comfortably between strategy and execution. The successful candidate will understand how to uncover an advisor’s business goals, translate those goals into an actionable marketing plan, and coordinate the content, campaigns, technology, and resources needed to bring that plan to life.The Advisor Marketing Consultant will report to the Marketing & Strategy Manager and collaborate with fellow marketing team members, advisors, practice managers, internal departments, compliance partners, vendors, and other stakeholders. The role requires experience with digital marketing, social media, email marketing, content development, websites, event planning and project management, along with the ability to manage multiple advisor initiatives simultaneously.Key ResponsibilitiesServe as a marketing consultant to advisors and practice managers, providing recommendations aligned with business goals.Develop and execute integrated marketing plans across email, social media, websites, events, and digital channels for advisors to implement.Develop content for websites, social media, presentations, videos, and marketing materials.Leverage AI tools to improve content creation, campaign development, research, and workflow efficiency.Support advisor branding, digital presence, and audience growth initiatives.Manage multiple projects simultaneously while coordinating with advisors, vendors, compliance partners, and internal stakeholders.Stay current on digital marketing, social media, AI, and financial services marketing trends.QualificationsRequiredBachelor's degree in Marketing, Communications, Business or related field, or equivalent experience.3-5+ years of professional marketing experience.Experience curating websites.Strong knowledge of social media marketing and digital content strategy.Experience using AI tools in a professional marketing environment.Excellent written, verbal, and presentation skills.Strong project management and organizational skills.Ability to consult with business professionals and translate goals into actionable marketing strategies.Collaborates with others and works well in a team environment. PreferredFinancial services, insurance, wealth management, or other regulated-industry experience.Experience supporting advisors, sales professionals, or business owners.Knowledge of website strategy, SEO, marketing automation, and analytics tools.Experience with content marketing, webinars, events, and lead-generation campaigns and email marketing systems.What Makes Someone Successful in This RoleStrategic thinker with a consultative mindset.Strong communicator who can simplify complex marketing concepts.Comfortable balancing strategy and execution.Curious about emerging technologies and AI.Organized, collaborative, and able to manage multiple priorities.Committed to delivering an exceptional experience to our advisors.Why Join Baystate Financial?· We believe in getting 1% better every day, taking ownership, finding the positive, and delivering an exceptional experience to our advisors, colleagues, and clients. We work together with humility, trust, and respect, focusing on solutions, supporting one another, and doing what’s best for Baystate.· In this role, you will have the opportunity to make a visible impact on the growth and effectiveness of advisor practices while helping shape the Marketing department’s use of digital strategy, social media, email marketing, AI, and performance measurement.· Rather than focusing on a single marketing channel, you will work across the advisor marketing journey, from discovery and planning through content creation, campaign execution, digital optimization, and results analysis. You will also help create more scalable, consistent, and measurable ways for the Marketing department to support advisors and the broader Baystate Financial brand.Application Instructions· Please submit your résumé to Jill Constantine at jconstantine@baystatefinancial.com and complete the Culture Index Survey: https://go.cultureindex.com/p/XAVminVQOZkCg2n4Baystate Financial is an equal opportunity employer and is committed to fostering an inclusive, professional, and collaborative workplace.