Marketing Specialist, Advisor Branding

Every Advisor who joins RFG Advisory is building something from scratch: a firm name, a visual identity, a website, a voice. The Marketing Specialist, Advisor Branding is the person who guides that build. This is a creative and strategic role for someone who can sit across from an Advisor, help them articulate who they are and who they serve, and then own the entire brand development process through to launch. If you have spent time in agency life and want to take those skills somewhere the work has lasting impact, this is that opportunity.

Location: Birmingham, AL (Hybrid)

Reports to: Senior Director, Advisor Marketing Strategy



What You'll Do

Advisor Brand Strategy & Discovery

• Lead the brand discovery process for every new Advisor from marketing kickoff through the full development phase, establishing their voice, positioning, niche, values, and visual direction before any creative work begins.
• Develop a clear brand brief for each Advisor that drives every creative decision that follows.
• Guide Advisors through the brand development process with clarity and confidence; many have never built a brand before and need a consultant who can translate abstract ideas into concrete creative direction.
• Identify each Advisor's Ideal Client Profile during discovery and use it to inform messaging, copy, and visual direction throughout onboarding.

Creative Direction & Design Review

• Review all creative deliverables from the external creative partner against the Advisor's brand brief before anything reaches the Advisor.
• Evaluate brand concepts with a trained design eye: color palette logic, typography hierarchy, logo mark strength, visual consistency, and how the system holds across digital and print applications.
• Provide structured, specific creative feedback that references the brief and advances the work.
• Enforce RFG brand isolation standards; no visual identifiers, color systems, or creative elements are shared across Advisor firms under any circumstances.

AI-Assisted Copywriting & Content Development

• Use AI writing tools to produce first-draft Advisor copy across all onboarding deliverables including website copy, bios, service descriptions, social profiles, and campaign content.
• Build and maintain a prompt library specific to the Advisor brand and onboarding function; prompts should produce Advisor-differentiated output, not generic financial services copy.
• Edit and refine AI-generated drafts with a sharp editorial eye; the output that reaches an Advisor must read as written by someone who knows their story.
• Develop AI workflows that reduce time from site visit to first draft to under 48 hours for standard onboarding deliverables.

Advisor Onboarding Lifecycle Ownership

• Own the full Advisor marketing onboarding lifecycle from kickoff through Primetime launch; serve as the Advisor's primary point of contact for brand, creative, and marketing throughout.
• Manage onboarding timelines against each Advisor's Primetime date; maintain an accurate onboarding tracker and deliver weekly status updates to the Senior Director.
• Conduct a pre-Primetime readiness check before launch; confirm all platforms, brand assets, and compliance approvals are in place.
• Manage multiple simultaneous onboarding cycles without loss of quality, communication, or timeline discipline.

Digital Platform Setup & Vendor Management

• Coordinate website build and content workflows with the development partner; deliver a complete package of brand assets, approved copy, photography, and credentials before the build begins.
• Build and submit email signatures; set up and configure all required social media profiles in accordance with RFG compliance guidelines.
• Serve as the primary day-to-day contact for the external creative and website development partners; communicate all project briefs, revision feedback, and approvals in writing.
• Track vendor deliverable schedules and escalate delays to the Senior Director before a Primetime date is at risk.

Compliance Coordination

• Ensure all Advisor-facing marketing materials meet SEC Rule 206(4)-1 and applicable FINRA standards before submission to compliance review.
• Submit materials with complete supporting documentation including Advisor approval confirmation and brand approval record.
• Build compliance review time into every onboarding timeline; no Primetime date is set without confirming compliance review is accounted for.

Experience

• 3–5 years of experience in brand, creative, or marketing; ideally in an account management or client-facing role at a creative or brand agency
• Demonstrated experience owning a client relationship end-to-end: translating business needs into creative direction, managing production, and delivering a finished brand or campaign
• Strong writing and editorial skills; able to produce clean, Advisor-differentiated copy and recognize the difference between generic financial services language and a brand voice that actually sounds like someone
• Experience managing concurrent projects against fixed deadlines across multiple clients or accounts

Skills & Competencies

• Genuine design sensibility; able to evaluate a brand system and articulate clearly whether it is working, why, and what needs to change
• Fluency with design fundamentals: color theory, typography, visual hierarchy, logo mark evaluation, and how brand systems translate across applications
• Confident communicator who can hold a brand conversation with an Advisor, give direct feedback to a vendor, and escalate to a senior leader with context and a recommendation
• Ownership mentality; surfaces problems with recommended solutions, builds structure where there is none, and leaves the function better than they found it
• Thrives in a lean, fast-moving environment where priorities shift and the quality bar stays constant

Technology & Tools

• Demonstrated, working proficiency with AI writing tools as a core production tool; able to build effective prompts that produce differentiated, on-voice copy output
• Proficiency with design and layout software; able to work within brand guidelines and evaluate agency output with confidence
• Experience with project tracking, CRM, content management, and file-sharing platforms
• Proficiency with AI tools such as Claude, ChatGPT, or Microsoft Copilot to improve productivity, creative workflows, and onboarding efficiency

Education

• Bachelor's degree in Marketing, Communications, Design, or a related field; or equivalent professional experience

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution. We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day. If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

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This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy. We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law. We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process. 

Salary: $80,000-$85,000

• Competitive salary + bonus pool
• Generous PTO, holidays, and a Charitable Service Day
• Health, dental, vision insurance + RFG Advisory stipend
• Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
• Lifestyle Spending Account
• 401(k) with Safe Harbor contribution
• Paid parental leave, short- and long-term disability, life insurance
• Surface Pro + home office setup
• Pet Insurance
• Continuing education and professional development support