Social Media & Digital Marketing (U.S. Financial Firm)

About Us
We are a growing financial planning firm based in Florida, USA, dedicated to helping retirees achieve financial confidence. We are seeking a skilled and motivated Virtual Assistant (VA) to handle our social media, digital marketing, SEO, and content management. This is a long-term role with opportunities for growth and professional development.

Responsibilities
Social Media & Content Creation
-Create relevant social media content (posts, graphics, videos) based on industry best practices, competitor insights, and client interests.
-Ensure all content aligns with our brand voice and maintains compliance with industry standards.
-Plan, schedule, and monitor posts across Facebook, Instagram, LinkedIn, and YouTube.


Email Marketing
-Develop email campaigns for:
-Existing clients ? value-add communication (updates, educational insights, resources).
-Prospective clients ? engaging, compliance-approved content that encourages them to connect with us.
-Segment lists, track performance, and provide reports on open/click-through rates.

Lead Generation
-Create lead-capturing campaigns to drive new prospects (landing pages, forms, call-to-actions).
-Collaborate on ad campaigns (Facebook/Google Ads) that bring measurable ROI.

SEO & Web Presence
-Help us understand and improve SEO strategy so our firm appears more prominently in Google searches locally (North Port / Southwest Florida) and nationally.
-Optimize website and content for higher organic rankings.
-Assist in maintaining relevant content on our website by coordinating with our web developer to update or post blogs, whitepapers, and resources.

Marketing Collateral & Branding
-Assist in revamping outdated marketing materials (presentations, brochures, handouts, event flyers, etc.) to make them more modern, fresh, and consistent with our brand and messaging.
-Ensure all designs and messaging are polished, professional, and aligned with compliance requirements.

Compliance & Disclosures
-Ensure all marketing materials, posts, and campaigns are industry-compliant.
-Incorporate firm-provided disclosures and seek consultation when needed to remain aligned with financial regulations.

Qualifications
-Experience as a VA, social media manager, or digital marketer (preferably in finance, insurance, or professional services).
-Strong skills in Canva, social scheduling tools (Buffer, Hootsuite, Later, or similar).
-Proficiency with email marketing platforms (Mailchimp, ActiveCampaign, Constant Contact, etc.).
-Basic understanding of SEO and Google search optimization.
-Experience assisting with content management (blogs, whitepapers, website updates) and coordinating with web developers.
-Ability to revamp and modernize marketing materials for branding consistency.
-Excellent written English for professional posts and email campaigns.
-Strong attention to detail, especially regarding compliance and accuracy.
-Reliable internet and availability for overlapping U.S. business hours (EST).

Preferred (Not Required)
-Prior work with financial advisors, RIA firms, or wealth management companies.
-Familiarity with compliance requirements in financial marketing.
-Basic video editing skills (CapCut, Adobe Premiere, or similar).
-Experience creating Google Ads or Facebook Ads campaigns.

Compensation
-Full-time (40 hrs/week)
-Salary range: $700–$1,200 USD/month (depending on experience and skills).
-Paid via Wise/PayPal monthly.
-13th month bonus (Philippines standard).
-Long-term, stable role with growth opportunities.

How to Apply

Please send:
-A short cover letter explaining why you’re the right fit for this role.
-Samples of your work (social media posts, email campaigns, SEO projects, blogs/whitepapers, or marketing collateral you’ve refreshed).
-Your expected monthly salary.