Marketing Specialist Job at Carson Group in Cockeysville

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Who We Are

We stand for something simple : always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska : Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Job Description

Enhance the visibility and reputation of the firm by planning and executing marketing, branding, and event initiatives. Promote the firm, its advisors, and team members to clients, prospects, and the community. Collaborate with leadership and Carson Group resources to align local strategies with broader brand and business development goals.

Essential Functions

• Marketing & Branding : Develop and implement marketing plans in collaboration with advisors and leadership. Manage branding initiatives to ensure consistency with firm identity and Carson Group guidelines.
• Business Development & Referrals : Generate and implement ideas that expand referrals and new business. Build and maintain COI relationships, securing introductions and advisor meetings.
• Events & Community Engagement : Plan and manage client, prospect, and community events including appreciation events, seminars, and workshops.
• Team Engagement & Culture : Organize internal events and team-building initiatives to reinforce culture and support employee engagement.
• Performance & Reporting : Measure and report on the effectiveness of marketing initiatives, events, and advertising campaigns. Track ROI and adjust strategies based on performance data.

Requirements

Total Rewards

The starting annual base salary is between $60,000 - $76,850, with variable compensation potential and competitive benefits including 401(k) with company contribution, PTO, and health benefits.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

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