Marketing Coordinator

At Chesapeake Financial Planners, we believe financial planning should feel clear, human, and genuinely helpful. We’re a tech-forward, fiduciary firm built on empathy, transparency, and accountability — and we’re growing a team that shares those values.

Whether you’re just starting your planning career or looking to lead your own book, you’ll find opportunity, mentorship, and real impact here. All positions are remote, aligned to Eastern Time, with flexibility, collaboration, and professional development built into everything we do.

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Marketing Coordinator (Remote)

We’re a modern, tech-forward financial planning firm helping clients bring order and clarity to complex financial lives. We take pride in being both credentialed and approachable — blending expertise, empathy, and accountability to guide business owners, professionals, and families through life’s big financial transitions.

Now, we’re looking for a Marketing Coordinator to help us keep our brand message consistent, engaging, and growing across all digital and client touchpoints. This is an opportunity for someone early in their marketing career who’s ready to learn, grow, and eventually lead.

What You’ll Do

  • Coordinate with our outsourced marketing partner, adviserCMO, to implement digital strategies and ensure all content aligns with Chesapeake’s brand voice and client experience.
  • Manage scheduling, organization, and execution of content across social media, email campaigns, and digital platforms.
  • Review and enrich custom-created content from adviserCMO — making sure posts, emails, and materials feel authentic to our firm’s message and values.
  • Track performance analytics (with adviserCMO’s dashboard) and share insights with leadership for continued improvement.
  • Support the planning and promotion of client appreciation events, educational seminars, and webinars.
  • Collaborate with our partners and paraplanner team to gather client success stories, testimonials, and case study ideas for marketing use.
  • Help maintain brand consistency across print, digital, and video materials. Canva will be provided.

Who You Are

  • 1–3 years of marketing, communications, or project coordination experience — preferably in professional services (financial, legal, or consulting industries are a plus).
  • Strong written and verbal communication skills, with an eye for detail and tone.
  • Organized, reliable, and comfortable managing multiple moving parts in a remote environment.
  • Curious and eager to learn — you enjoy understanding how marketing, client experience, and business growth connect.
  • Familiar with social media, email marketing, and analytics concepts (you don’t need to be a tech expert — just ready to learn).
  • A degree in marketing, communications, business, or a related field is preferred but not required.

What We Offer

  • Salary commensurate with experience, plus bonus and professional development support
  • Fully remote work environment with collaborative digital tools and a supportive team
  • Opportunity for growth into Marketing Director as the firm expands
  • Ongoing mentorship from both firm partners — a CFP® and a CPA — who value education, initiative, and thoughtful communication

We’re not your traditional financial firm — we’re collaborative, forward-thinking, and built around genuine client relationships. If you’re ready to bring creative energy, organizational strength, and a modern marketing mindset to a growing firm that actually listens, we’d love to meet you.

To Apply:
Please send your resume and a brief note explaining why this role feels like the right fit for you to employment@chesapeakefp.com.

Ready to Grow With Us?

We’re always looking for good people who believe in clarity over confusion and people over products.

If that sounds like you, explore our open positions or send your résumé and a brief note about what excites you most about joining Chesapeake to employment@chesapeakefp.com.