Digital Marketing Associate

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our San Diego, CA team is looking for a Digital Marketing Associate to work closely with the Marketing team to support the overall marketing strategy focusing primarily on managing the digital assets and paid and unpaid digital programs for Wealth Enhancement Group. The Digital Marketing Associate's primary objectives are: (1) execute paid digital media campaigns and analytics, (2) drive organic website traffic using SEO tactics, (3) optimize website to increase conversion and improve user engagement, (4) prepare regular reporting on digital results, and (5) provide general marketing support.

This is an on-site position; zip code 92121.

In the spirit of pay transparency, we are excited to share the pay range for this position is $30.00/hr to $35.00/hr (approximately $63,000.00 to $73,000.00 annually) , exclusive of bonuses and benefits. This role is also eligible for a discretionary team bonus plan. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Execute paid digital media campaigns and analytics

• Day-to-day implementation of media buying, production management and results reporting and optimization of Wealth Enhancement Group’s paid search marketing, online display, remarketing, social media and other emerging online marketing channels

• Use paid media strategies to identify digital targets and effectively manage and scale media spend to build contact database in new markets and continue to database growth in established markets

• Deploy SEM best practices across accounts, campaigns, and devices and proactively stay current on industry trends and tools

• Manage project schedules, costs and P&Ls in our CRM and other software systems

• Serve as day-to-day contact person with digital agency to execute marketing plans

• Collaborate with other members of the Marketing team to ensure cohesive cross-channel campaign management and hand-offs

• Hands-on experience running, optimizing, and analyzing paid digital ad campaigns (Google Ads, paid social, display, or similar platforms)

• Experience using HubSpot for campaign management, workflows, reporting, or CRM integration (or strong interest in becoming proficient)

Drive organic website traffic using SEO tactics

• Maintain and optimize website content, including resource library, using SEO best practices

• Support content creation by conducting keyword research and providing content ideas or suggested changes

• Partner with Marketing team and other business units to ensure contact info and bios are up-to-date and work closely with internal sales marketing team to ensure a smooth transition of digital assets for new office acquisitions

• Conduct annual audit of evergreen content

Optimize website to increase conversion and improve user engagement

• Perform regular website analytics and share findings with appropriate parties to improve site performance

• Partner with internal Content & Brand and New Client teams to improve user experience and ensure optimal long-term results

• Serve as primary point of contact for agency supporting web development (including design, UX changes and maintenance), and maintain prioritized project list for website updates and changes

Prepare regular reporting on digital results

• Prepare regular results reports for management to report of overall effectiveness of digital marketing

• Recommend and conduct A/B testing on search campaigns and landing pages and other top-of-funnel content

• Prepare marketing campaign data; effectively and regularly communicate findings to enable informed strategic decisions on marketing allocation across all digital marketing channels

• Partner with internal Corporate Analytics and New Client teams to ensure accurate and timely results

• Interest in using AI tools (e.g., ChatGPT, Copilot, no-code/low-code tools) to write simple scripts, automate workflows, and accelerate analysis and campaign execution (programming expertise not required; curiosity and willingness to learn is)

• Comfort working with data sets, dashboards, and performance metrics, and translating data into actionable marketing insights

• Exposure to basic automation, APIs, or workflow tools (Zapier, Make, HubSpot workflows, Google Sheets automation, etc.) is a plus

• Enjoys experimenting, testing, and iterating—this role rewards people who like optimizing systems, not just executing tasks

• Self-motivated and eager to grow beyond the job description, taking ownership of projects and looking for ways to improve performance, systems, and results

General marketing support

• Help Marketing Communications to execute “all department” activities

• Act as a digital resource as needed

• Other duties as assigned

Education/Qualifications

• Four-year degree (or equivalent experience) in marketing or related field

• 3-5 years of digital marketing experience paid and unpaid

• Proven SEM experience managing PPC campaigns across Google, Yahoo and Bing

• Google Ads certified, or ability to obtain preferred

• Experience with A/B testing and multivariate experiments

• Experience with Google Analytics, Salesforce and Salesforce Marketing Cloud preferred

• Solid understanding of performance marketing, conversion and online customer acquisition

• Ability to develop recommendations from sets of data and oriented towards continuous improvement

• Functional understanding of HTML, CSS and SQL

• Ability to work with back-end SEO elements such as metadata, site speed optimization and related skills

• Knowledge of Microsoft Office

• Excellent oral and written communication skills

• Good problem-solving skills, willingness to dig into issues and present possible creative solutions

• Ability to be flexible and to collaborate as part of a growing, cross-functional team

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Associate level is $51,450.00 to $84,000.00. However, the base salary range bolded above ($63,000.00 to $73,000.00) is what we expect to pay as a starting range for this position.

#LI-ONSITE

#LI-AP1

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.