Digital Marketing Associate
Advisors Excel
Digital Marketing AssociateAdvisors Excel is on the hunt for a passionate and driven Digital Marketing Associate to join our dynamic and growing Digital Team. The Digital Marketing Associate (DMA) is responsible for the end-to-end execution and performance of paid digital campaigns for financial advisors, with a primary focus on generating qualified first appointments. This role owns campaign launch, optimization, and performance insights across the full digital funnel, from ad creative to lead conversion. If you love all things digital marketing, this is the role for you!What You'll Do:Launch and manage semi-custom, paid digital campaigns for financial advisors on platforms like Facebook, Google, and more.Launch, manage, and optimize paid digital campaigns (primarily on Meta) to generate high-quality leads and booked appointmentsOwn campaign performance, including cost per lead, contact rate, and appointment conversion outcomesBuild and manage campaign assets including ad creative, landing pages, and form flows within platforms like Go High LevelAnalyze campaign data and proactively identify opportunities to improve performance across targeting, creative, and follow-up strategyCollaborate with appointment setters and internal teams to improve lead-to-appointment conversion ratesCommunicate performance updates and insights clearly to internal stakeholders and advisor officesEnsure campaigns are compliant with financial services marketing standards and internal guidelinesContinuously test and iterate on messaging, audiences, and funnel strategies to improve resultsExperience You'll Bring:Experience with Meta (Facebook) Ads platform for creating and managing paid digital advertising campaignsExperience managing paid social campaigns (Meta/Facebook preferred)Strong analytical mindset with the ability to interpret performance data and take actionAbility to manage multiple campaigns and priorities in a fast-paced environmentClear and confident communication skills (written and verbal)Self-starter mentality with a high level of ownership and accountabilityComfortable working in marketing platforms such as Go High Level, CRMs, and campaign tracking toolsStrong attention to detail and organizational skillsBonus Points:Experience in paid media, lead generation funnels, conversion tracking, and collaborating with sales teams.Experience working with lead generation funnels (landing pages, forms, follow-up systems)Familiarity with high-net-worth (HNW) or financial services marketingExperience collaborating with sales or appointment-setting teamsKnowledge of conversion tracking (pixels, CAPI, attribution models)1–2 years of experience in digital marketing, paid media, or agency environmentsWhat You'll Get:Amazing benefits including medical, dental, vision and 401k (with matching options)Generous PTO package from your start dateAccess to an on-site café, gym and even an on-site primary careContinuous personal and professional development opportunitiesWho We Are:Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
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