Description & Requirements
Marketing and Communications Associate
Prosperity Advisors and Prosperity Network of Advisors, a growing financial services and wealth management organization, are seeking a Marketing and Communications Associate to join our team. In this role, you will support integrated marketing campaigns, brand communications, and digital marketing initiatives that strengthen client relationships, engage financial advisors, and elevate the firm’s presence across social media, events, and marketing channels. You will collaborate with marketing and cross-functional teams to create compelling content, manage marketing collateral, coordinate campaigns, and ensure all communications remain professional, compliant, and aligned with our mission to help clients live confidently and advisors grow successfully.
Best-in-Class Benefits and Culture:
We value our employees’ time and efforts. Our commitment to your success in our ensemble practice is enhanced by providing a competitive annual salary, depending on experience, and an extensive benefits package, including:
- Group Health Insurance
- Long-Term and Short-Term Disability Insurance
- 401K with Employer Matching
- Dental/Vision Insurance
- Tuition Reimbursement
- Parental Leave
- PTO that includes PTO for Volunteer Work
- Flextime Policy
At Prosperity, you’ll have the chance to make a measurable difference in thousands of households—and help shape financial well-being for generations. We value our team members and their families and believe in supporting healthy, balanced, and financially confident lives.
To succeed, you should have:
- Bachelor’s degree in Marketing, Communications, Public Relations, Business Administration, or related field, with interest in financial services, wealth management, or professional services marketing.
- Proficiency in Microsoft Office Suite (Word, PowerPoint, Excel) and familiarity with digital design and content tools such as Canva or Adobe Creative Suite.
- Experience in managing social media marketing platforms (LinkedIn, Facebook, Instagram) and email marketing systems to support digital marketing campaigns and audience engagement.
- Ability to manage multiple marketing projects, coordinate campaigns and events, and meet deadlines in a fast-paced, collaborative business environment.
Your responsibilities as a Marketing and Communications Associate will include:
- Edit and prepare client communications, newsletters, marketing collateral, and presentation materials, ensuring brand consistency and compliance with financial services marketing standards.
- Coordinate email marketing campaigns and marketing distributions, maintain campaign calendars, and track timelines to support integrated marketing initiatives.
- Manage social media marketing across platforms such as LinkedIn and Facebook, including content scheduling, engagement monitoring, and performance reporting.
- Support internal communications and event marketing, including advisor updates, firm announcements, and promotional materials for client and advisor programs.
- Conduct marketing analytics and market research, compiling reports on campaign performance, website traffic, audience engagement, and industry trends to inform marketing strategy.
About Us
Founded in 1989, Prosperity Advisors is a full-service financial planning team committed to helping clients pursue their life goals with confidence. Serving over 5,000 client households, we guide individuals and families at every stage of life—from first-time investors to seasoned wealth builders. Our approach combines personalized financial strategies with deep expertise, ensuring each client feels supported, informed, and empowered on their journey to economic well-being.
The Prosperity Network of Advisors extends this commitment to over 160 financial professionals nationwide. As an OSJ branch, we provide comprehensive support, compliance oversight, and business resources that empower our members to thrive. From training and education to succession planning, growth opportunities, and networking, our organization fosters collaboration and innovation, creating a vibrant community where knowledge and experience flow freely. With 300+ associated members, the network is a hub for mentorship, professional development, and long-term success.
Launch Your Marketing Career with Impact!
Join Prosperity Advisors as a Marketing and Communications Associate and help shape the voice, digital presence, and brand of a growing wealth management organization. Apply today to build your marketing career while creating engaging content, supporting campaigns, and connecting clients and advisors through powerful communications.
We are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.