Company: Steward Wealth Strategies 

Location: Raleigh, NC 

Position Type: Full Time; On Site 

About Steward Wealth Strategies:

Steward Wealth Strategies is a faith-based wealth management firm dedicated to helping our clients get the most life and purpose out of their wealth. We provide comprehensive financial planning and wealth management across investment, retirement, tax, protection, estate, and generosity planning.  

Our approach is rooted in biblical stewardship, purpose-driven planning, long-term investing, and a genuine desire to serve our clients well. We believe financial planning should be about more than managing money—it should help people make thoughtful decisions, care for their families, live with purpose, and steward what God has entrusted to them.  

We are a collaborative, team-oriented firm that values excellence, personal responsibility, continuous growth, and taking exceptional care of our clients.  

Job Summary:

We are seeking an experienced, creative, and detail-oriented Marketing & Communications Coordinator with 2+ years of professional experience to manage marketing initiatives, client communications, digital content, and events.

This individual will serve as the firm's primary in-house creative resource, responsible for developing marketing materials, maintaining brand consistency, and supporting the team's ongoing design needs. From planned marketing campaigns to presentations, printed materials, and miscellaneous creative requests, this role requires someone who is adaptable, organized, and comfortable managing multiple priorities.

The successful candidate will work closely with leadership, financial advisors, and the client service team to support the firm's growth and commitment to exceptional client service.

Key Responsibilities:

Marketing & Digital Communications

• Develop and execute marketing campaigns across digital, email, social media, and print platforms.

• Create, schedule, and manage content for Facebook, Instagram, LinkedIn, and YouTube.

• Maintain the firm's Squarespace website, ensuring accurate content, consistent branding, and an engaging user experience.

• Monitor and analyze website traffic, social media engagement, and email campaign performance.

Creative Design & Brand Management

• Serve as the firm's primary creative resource, managing both planned projects and day-to-day design requests from team members.

• Design digital and printed materials, including presentations, advertisements, flyers, invitations, signage, graphics, and other visual content.

• Maintain consistent branding and messaging while collaborating with team members on creative needs across marketing, client service, and internal initiatives.

Client Communications & Engagement

• Write, edit, and distribute client newsletters, email campaigns, announcements, and educational materials.

• Coordinate communications related to company updates, events, and ongoing initiatives.

• Manage mailing lists, contact segmentation, and communication records within the firm's CRM.

• Oversee the production and distribution of printed newsletters, invitations, and seasonal mailings.

Event Planning & Coordination

• Plan and coordinate client appreciation events, educational seminars, webinars, and community initiatives.

• Manage event logistics, including vendors, invitations, registration, RSVP tracking, catering, and event materials.

• Coordinate speaking engagements and community outreach opportunities for financial advisors.

• Oversee event timelines, budgets, promotional materials, and follow-up communications.

Marketing Operations & Compliance

• Maintain marketing calendars, project timelines, documentation, and standard operating procedures.

• Coordinate marketing compliance submissions and approvals in accordance with financial industry regulations.

• Manage marketing platforms, CRM systems, and communication workflows.

• Support company-wide initiatives while identifying opportunities to improve processes, efficiency, and client engagement.

Requirements:

• 2+ years of professional experience in marketing, communications, or a related field.

• Alignment with company core values: Integrity, Growth, Accountability, Teamwork, and Empathy.

• Excellent written and verbal communication, editing, and proofreading skills.

• Demonstrated experience in graphic design, content creation, digital marketing, and brand management.

• Ability to independently create professional, on-brand visual materials for a variety of purposes.

• Experience managing social media, email marketing, and website content.

• Strong organizational skills with the ability to manage multiple projects, deadlines, and unexpected requests.

• Ability to collaborate effectively with leadership, team members, clients, and external vendors.

Preferred Qualifications:

• Bachelor's degree in Marketing, Communications, Business Administration, or a related field.

• Experience in financial services, professional services, or another regulated industry.

• Proficiency in Canva, Microsoft Office Suite, and CRM software.

• Experience with Squarespace, Snappy Kraken, Wealthbox, or similar platforms.

• Familiarity with Google Analytics, Meta Business Suite, and digital marketing reporting.

• Experience coordinating corporate events, client appreciation events, or webinars.

• Knowledge of marketing automation tools and workflow management.

• Experience with photography, videography, or basic video editing.

Benefits:

• Competitive salary and bonus potential. 

• Insurance coverage options include: 

  • Health, Vision, and Dental  

  • Life, Disability (short and long-term)  

• Retirement plan with company matching and immediate vesting. 

• Paid time-off and holidays. 

• Professional development opportunities. 

• A supportive and collaborative work environment. 

How To Apply:

Please submit your resume along with a brief cover letter explaining why you believe you would be a strong fit for this role and for Steward Wealth Strategies via the form below. You may also email Bethany@Steward-Wealth.com.