Digital Marketing Associate

Digital Marketing Associate

Advisors 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 appointments
• Own campaign performance, including cost per lead, contact rate, and appointment conversion outcomes
• Build and manage campaign assets including ad creative, landing pages, and form flows within platforms like Go High Level
• Analyze campaign data and proactively identify opportunities to improve performance across targeting, creative, and follow-up strategy
• Collaborate with appointment setters and internal teams to improve lead-to-appointment conversion rates
• Communicate performance updates and insights clearly to internal stakeholders and advisor offices
• Ensure campaigns are compliant with financial services marketing standards and internal guidelines
• Continuously test and iterate on messaging, audiences, and funnel strategies to improve results

Experience You'll Bring:

• Experience with Meta (Facebook) Ads platform for creating and managing paid digital advertising campaigns
• Experience managing paid social campaigns (Meta/Facebook preferred)
• Strong analytical mindset with the ability to interpret performance data and take action
• Ability to manage multiple campaigns and priorities in a fast-paced environment
• Clear and confident communication skills (written and verbal)
• Self-starter mentality with a high level of ownership and accountability
• Comfortable working in marketing platforms such as Go High Level, CRMs, and campaign tracking tools
• Strong attention to detail and organizational skills

Bonus 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 marketing
• Experience collaborating with sales or appointment-setting teams
• Knowledge of conversion tracking (pixels, CAPI, attribution models)
• 1–2 years of experience in digital marketing, paid media, or agency environments

What You'll Get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and even an on-site primary care
• Continuous personal and professional development opportunities

Who 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.