At Warner Wealth, we believe every client's financial journey deserves to be told with clarity, creativity, and care. Our marketing team plays a central role in building that story--sharing our vision, highlighting our expertise, and ensuring our clients feel connected at every touchpoint.
We're excited to announce an opportunity for a Marketing Associate to join our growing team. This is more than just a role--it's a chance to make a real impact in a collaborative, innovative, and people-focused environment.
To apply, please email Ryan Duques at ryan.duques@lpl.com. All resumes must be received by the close of business on Wednesday, September 3rd.
What You'll Do
As a Marketing Associate, you'll work closely with our Director of Marketing and leadership team to help shape how Warner Wealth connects with the world. Your responsibilities will include a vast array of key functions, including brand aesthetics and graphics, event planning, mailings, and collaborating across teams to bring fresh ideas and creative solutions. No two days will look the same--you'll be immersed in projects that keep our brand sharp, our communications clear, and our clients engaged and at the heart of everything we do.
Job Posting
Job Posting: Marketing Associate
Warner Wealth
Location: Madison / Shelton, Connecticut (Onsite)
About Warner Wealth:
Warner Wealth is a leading wealth management firm recognized by Forbes as a Best-In-State Financial Advisor and named to the Inc. 5000 as one of the fastest-growing companies in the United States. With a 42-year history, we are committed to providing a high-touch service and consistent branding to our clients. Learn more about our firm at www.warnerwealthct.com
About the Role:
We are seeking a creative, detail-oriented, and organized team player to join us as a Marketing Associate. In this role, you will support our marketing and client experience initiatives, contributing to brand-aligned storytelling and enhancing client touchpoints.
Key Responsibilities:
Develop and execute personalized client communication strategies.
Assist with event planning and execution.
Create on-brand graphics using Canva.
Manage social media content and engagement.
Coordinate custom mailings and gifting.
Oversee SWAG inventory and compliance reporting.
Qualifications:
4-year College degree
Proficiency with Canva and Office 365 programs
Strong written and verbal communication skills
Excellent organizational skills and attention to detail
Positive attitude and willingness to learn
Preferred Qualifications:
Experience with Generative AI platforms like ChatGPT
Video and audio editing knowledge
Basic knowledge of email marketing or CRM platforms
Experience with Wealthbox, FMG, or similar platforms
Compensation:
$38,600−56,000, commensurate with experience and qualifications.
Benefits:
Competitive salary, health insurance, paid time off, and other benefits.
To Apply:
If you are a creative and innovative individual with a passion for marketing and client experience, we encourage you to apply! Please submit your resume and cover letter to Ryan Duques at ryan.duques@lpl.com .
Warner Wealth is an equal opportunity employer and values diversity in the workplace.
This document was created with assistance from ChatGPT. The AI was used to generate an initial draft and find grammatical errors. The AI-generated content was then reviewed, edited, and verified by a human.