Remote Marketing Strategist / Consultant (Financial Services)

Marketing Strategist / Consultant (Financial Services -- Top Advisors)Position OverviewWe are seeking an experienced Marketing Strategist / Consultant to provide bespoke marketing support for our client's top Financial Advisors and their teams. They have a team of 4 strategists today, looking to expand by another 4 to serve more Financial Advisors more completely. These consultants will support the expansion of Premier Practice Marketing to support the firm's top producer tier. Partnering directly with participating advisors on marketing, communications, ideal target client definition, and related advisory needs; coordinate fulfilment with the creative team; and support advisor satisfaction measurement.This is a 40-hour per week contract position through February 2027 with the potential to extend. This is a remote position, but you must be available to work during CST working hours to be considered.Key ResponsibilitiesDevelop integrated marketing strategies and go-to-market plans aligned with business objectives, target audiences, and KPIs.Lead market research, competitive analysis, and consumer insights initiatives to inform positioning, segmentation, and messaging.Manage content strategy and content marketing programs that support brand goals, lead generation, and customer lifecycle engagement.Define and implement conversion rate optimization (CRO) and A/B testing programs across landing pages, funnels, and paid campaigns to improve performance.Conduct campaign management, budget allocation, and media planning to maximize ROI and month-over-month performance improvements.Develop customer journey maps and lifecycle strategies to improve acquisition, activation, retention, and upsell metrics.Collaborate with product, sales, and creative teams to refine product positioning, messaging, and sales enablement materials.Design, launch, and optimize digital acquisition campaigns across SEO, SEM, paid search/PPC (Google Ads), and social media advertising (Facebook/Meta Ads and other platforms).QualificationsBachelor's degree in Marketing, Business, Analytics, or related field; MBA is a plus.5+ years of experience in marketing strategy, digital marketing, or marketing consulting with demonstrable results across B2B or B2C environments.Must have prior financial services experience. Bonus if you have experience partnering with or supporting Financial Advisors/Field Agents.Strong background in Brand Strategy & omnichannel marketing campaigns.Proven track record in content strategy, brand strategy, market research, and competitive analysis.Excellent communication, stakeholder management, and project leadership skills; able to translate data into persuasive recommendations.Results-oriented, organized, and comfortable working in fast-paced environments with multiple priorities.Core Skills:Omni-channel marketing expertise, preferably working in financial services and with Financial Advisors/agents, strong service and problem resolution skills, communication, and organization.In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information.BenefitsCreative Circle's Freelance Employee benefits package includes eligibility for Minimum Essential Coverage (MEC) medical plan, dental/vision/term life package, discount prescription program, critical illness, accident, tele-behavioral health, and 401(k) plan. Sick leave is provided to Candidates whose assignment work location is in a state or city subject to sick leave laws. A Minimum Value (MV) PPO medical plan, Employee Stock Purchase Plan, and paid holiday eligibility are based on length and dates of service. Email Your Resume In Word ToSammy.Realon@jobalert.creativecircle.comLooking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : SR9-1994241L131 -- in the email subject line for your application to be considered.Sammy Realon - Senior Solutions Delivery RecruiterFor Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United States.This is a new role.This job was first posted by Creative Circle on 08/09/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.This job was posted on 08/09/2026 and is open for 60 daysEverforth Creative Circle is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.  Everforth Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements. Anthem / Blue Cross Blue Shield creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Creative Circle.Copyright © 2026 Everforth, Inc. All rights reserved.