Marketing & Brand Coordinator Wealth Management/Finance

Job Description

Job Description

Marketing & Brand Coordinator

Location: Houston, TX 77056
Salary: $45,000–$60,000 annually
Schedule: Full-Time | In-House
Work Arrangement: On-Site — Not Remote

Position Overview

We are seeking a Marketing & Brand Coordinator to support and strengthen our professional brand, digital presence, and client-facing experience. This position is ideal for a creative, organized, and detail-oriented marketing professional who enjoys managing content, social media, branding, photography, promotional materials, and client events.

The ideal candidate will have a strong eye for visual presentation and understand the importance of maintaining a polished, consistent, and professional brand within a wealth management environment.

Key Responsibilities

Digital Marketing & Content

• Manage and maintain the firm’s online presence, including website coordination and social media platforms.
• Plan, create, schedule, and distribute blog posts and social media content.
• Develop content that reflects the firm’s expertise, values, and client-focused approach.
• Coordinate photography and visual content for social media and digital platforms.
• Assist with organic social media promotion and basic paid advertising coordination.
• Maintain consistency across digital channels and client-facing communications.

Brand Management

• Serve as a primary point of contact for the firm’s logo, visual identity, and brand standards.
• Ensure consistent use of branding across digital platforms, printed materials, promotional items, and client communications.
• Manage branded merchandise and promotional materials, including apparel and event items.
• Coordinate with outside vendors for printing, promotional products, photography, and other marketing needs.
• Assist with advertising initiatives focused on brand awareness and event promotion.

Events & Client Appreciation

• Coordinate and execute client appreciation events, holiday gatherings, and other firm-hosted events.
• Manage event logistics, invitations, vendor communication, and on-site support.
• Coordinate event photography and visual documentation.
• Assist with creating post-event content for social media and other marketing channels.
• Work closely with leadership, advisors, and client service teams to ensure a professional and memorable client experience.

Administrative & Marketing Support

• Maintain organized digital libraries of approved photos, logos, templates, marketing materials, and other brand assets.
• Maintain content calendars and event timelines.
• Track basic engagement and performance metrics for marketing initiatives.
• Prepare simple reports and updates for leadership.
• Collaborate with internal teams and external marketing vendors.
• Handle firm and client-related information with professionalism, confidentiality, and discretion.

Qualifications

• Previous experience in marketing, brand management, social media, content creation, communications, or event coordination .
• Experience in financial services, wealth management, professional services, or a similar professional environment is preferred.
• Strong written and verbal communication skills.
• Excellent organizational and project-management abilities.
• Strong attention to detail and an eye for professional visual presentation.
• Experience managing social media platforms and content scheduling tools.
• Familiarity with basic design, photography, and digital asset-management tools.
• Ability to manage multiple projects, deadlines, and priorities simultaneously.
• Strong interpersonal skills and the ability to work effectively with leadership, advisors, clients, and outside vendors.
• Ability to work independently while also contributing as part of a collaborative team.
• High level of professionalism, discretion, and confidentiality.

Ideal Candidate

The ideal candidate is someone who enjoys building a polished brand, creating engaging content, coordinating memorable events, and ensuring every client-facing detail reflects professionalism and excellence .

This is a great opportunity for a marketing professional who wants to take ownership of a firm’s brand presence while working closely with leadership and client-facing teams in a professional wealth management environment.

Compensation: $45,000–$60,000 annually
Location: Houston, TX 77056
Position Type: Full-Time, In-House / On-Site
Remote Work: Not available

ProSource People is a professional staffing agency dedicated to connecting qualified candidates with companies in need of reliable talent. We specialize in providing temporary, temp-to-hire, and direct-hire staffing solutions across a variety of industries, including industrial, office, and skilled trades. Our team focuses on matching candidates’ skills and career goals with the right opportunities, while supporting both clients and employees throughout the hiring process. We pride ourselves on professionalism, personalized service, and building long-term relationships with the people and companies we serve.

Company Description

ProSource People is a professional staffing agency dedicated to connecting qualified candidates with companies in need of reliable talent. We specialize in providing temporary, temp-to-hire, and direct-hire staffing solutions across a variety of industries, including industrial, office, and skilled trades. Our team focuses on matching candidates’ skills and career goals with the right opportunities, while supporting both clients and employees throughout the hiring process. We pride ourselves on professionalism, personalized service, and building long-term relationships with the people and companies we serve.