Marketing Specialist

About Weave Wealth Partners

At Weave Wealth Partners, we believe financial planning should feel coordinated, thoughtful, and personal. We help clients gain clarity and confidence by weaving together investment management, tax strategy, retirement planning, estate considerations, and life goals into a cohesive financial plan. Our approach emphasizes clear communication, long-term relationships, and guidance that adapts as our clients’ lives evolve.

As we continue to grow, we are looking for a Marketing Specialist who can help tell our story, elevate our brand, and connect our philosophy to the people who need it most.

Role Overview

The Marketing Specialist will play a key role in executing Weave Wealth’s marketing initiatives across digital, content, and brand channels. This role is ideal for a creative and organized marketer who understands how to communicate complex financial ideas in a clear, approachable way and is excited to support a client-first advisory firm.

You will collaborate closely with advisors and leadership to ensure our messaging reflects Weave Wealth’s values of coordination, clarity, and trust—while driving awareness, engagement, and growth.

Key Responsibilities

Marketing Strategy & Execution

• Support the development and execution of marketing strategies aligned with Weave Wealth’s growth goals.

• Help position Weave Wealth as a trusted, thoughtful resource for comprehensive financial planning.

• Maintain awareness of industry trends, competitor positioning, and best practices in financial services marketing.

Content Creation & Thought Leadership

• Create and manage content for the website, blog, newsletters, social media, and client communications.

• Translate financial planning concepts into clear, compelling, and educational content that resonates with clients and prospects.

• Collaborate with advisors to develop thought leadership and educational materials.

Digital Marketing

• Execute and optimize email marketing campaigns, social media initiatives, and website updates.

• Support SEO efforts and monitor performance metrics to improve reach and engagement.

• Assist with digital advertising and campaign reporting as needed.

Brand & Communications

• Ensure brand consistency across all marketing materials and touchpoints.

• Support public relations efforts, announcements, and firm updates.

• Help maintain Weave Wealth’s brand voice—professional, approachable, and client-focused.

Client & Prospect Engagement

• Support client education events, webinars, and seminars through promotional materials and follow-up communications.

• Assist in developing client-facing materials that reinforce Weave Wealth’s value and long-term approach.

Qualifications

• Bachelor’s degree in Marketing, Communications, Business, or a related field.

• 2+ years of marketing experience; experience in financial services, wealth management, or professional services is a plus.

• Strong writing and editing skills with the ability to simplify complex topics.

• Experience with email marketing platforms, content management systems, and social media tools.

• Detail-oriented, highly organized, and able to manage multiple projects simultaneously.

• Collaborative mindset and comfort working with advisors and leadership.

Preferred Skills

• Familiarity with financial planning or investment advisory concepts.

• Experience with SEO, analytics tools (e.g., Google Analytics), and CRM platforms.

• Design or basic multimedia skills (Canva, Adobe tools, or similar).

Why Join Weave Wealth Partners

• Be part of a growing, mission-driven advisory firm.

• Work in a collaborative environment where ideas and initiative are valued.

• Opportunity to shape and grow the marketing function of a modern financial planning firm.

• Competitive compensation and benefits.