Marketing Specialist (Creative) at Falcon Wealth Planning, Inc.
Ontario, California, United States -
Full Time


Start Date

Immediate

Expiry Date

17 Jun, 26

Salary

60000.0

Posted On

19 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Content Creation, Campaign Management, Copywriting, AI Tools, Social Media Management, Public Relations, Media Relations, Multimedia Content Production, SEO, Attention To Detail, Proactive Mindset, Project Management, Communication, Collaboration, Organization, Time Management

Industry

Investment Management

Description
About the role As a Marketing Specialist, you’ll play a key role in shaping and maintaining Falcon’s brand. You’ll be responsible for bringing our message to life through compelling, high-quality content across multiple channels while ensuring consistency, compliance, and creativity. This role is perfect for a strong storyteller who thrives in a fast-paced environment and enjoys wearing multiple hats. What you'll do Content Creation & Campaign Management Plan, create, and execute multi-channel marketing campaigns (digital, print, and social) Write clear, compelling, and compliant copy for emails, blogs, and marketing materials Use AI tools (e.g., Gemini, ChatGPT, Claude) to enhance content creation while maintaining brand voice Manage marketing databases, contact lists, and campaign execution to drive engagement Social Media Management Own day-to-day management of all social media platforms Ensure consistent and platform-appropriate brand voice Monitor trends, engagement, and performance to inform strategy Public Relations & Media Build and maintain relationships with media, journalists, and influencers Identify opportunities for awards, press features, and industry recognition Track media coverage and analyze brand sentiment Multimedia Content Production Support YouTube content creation, including optimization (SEO, thumbnails, tags) Manage podcast production workflow (guest coordination, publishing, promotion) Create promotional assets such as audiograms and short-form content Administrative & Team Support Assist with scheduling, reporting, and general marketing operations Support ad hoc projects aligned with company growth initiatives What We’re Looking For Bachelor’s degree in Marketing, Communications, Business, or related field (or equivalent experience) 3–5 years of marketing experience (financial services, legal, or professional services preferred) Experience with social media tools (e.g., Hootsuite, Later, Pally) Familiarity with Canva or similar design tools Working knowledge of YouTube and podcast production workflows (Experience with Riverside, Adobe Premiere, DaVinci Resolve, CapCut, or Descript is a plus) Ability to work on-site in Ontario, CA Core Skills Strong attention to detail and accuracy Proactive, self-starter mindset Ability to manage multiple projects and shifting priorities Strong communication and collaboration skills Excellent organization and time management Why Join Falcon Wealth Planning? Growth Opportunity: Be part of a rapidly scaling RIA and grow your career alongside it Creative Environment: Bring new ideas to life and help modernize financial marketing Collaborative Culture: Work closely with leadership in a transparent, team-oriented environment Location: Ontario, CA (On-site) If you are passionate about data-driven marketing, analytics, and building systems that drive growth, we encourage you to apply. The pay range for this role is: 52,000 - 60,000 USD per year (Ontario, California)
Responsibilities
The specialist will be responsible for planning, creating, and executing multi-channel marketing campaigns, writing compelling copy, and managing social media platforms to bring the brand message to life. This role also involves supporting multimedia content production, including YouTube and podcast workflows, while ensuring brand consistency and compliance.
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