Marketing Specialist (Creative)

Marketing Specialist (Creative)
Falcon Wealth Planning

Ontario, CA (On-site)
Full-Time | Junior–Mid Level (3–5 Years Experience)

About Falcon Wealth Planning

Falcon Wealth Planning is a high-growth, fee-only Registered Investment Advisor (RIA) committed to delivering fiduciary financial planning with full transparency. Our team is passionate about making financial advice accessible, clear, and client-first.

We’re looking for a creative, detail-oriented Marketing Specialist to join our in-office team. This role is ideal for a versatile “Swiss Army Knife” marketer who enjoys both big-picture strategy and hands-on execution—from PR coordination to content creation across YouTube, podcasts, and digital platforms.

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 DoContent 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, CACore 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

Pay: $52,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Work Location: In person