Drake & Associates is an Wisconsin-based financial planning firm that helps families retire with confidence. We're looking for a creative, sales-minded, strategy-driven marketer to own our paid media and turn digital interest into real client relationships.
Why This Role Is Different
- Own the number, not just the ads. You'll own the strategy for growing qualified client acquisition through paid media, from budget to booked appointments.
- Hands on the controls. You'll build, launch, and optimize campaigns directly in Google Ads and Meta rather than handing them off to an agency.
- A full-funnel view. Your leads go straight to our Business Development team and advisors, so you'll see exactly how your work turns into new clients.
- A clear operating system. We run on EOS, so priorities, measurables, and accountability are clear from day one.
What You'll Do
- Own paid media strategy, channel mix, testing roadmaps, and budget allocation
- Build, launch, and optimize campaigns in Google Ads and Meta Business Manager
- Manage the paid media budget: forecast monthly costs, stay on budget, and reconcile discrepancies
- Rapidly test creative, audiences, formats, and channels to improve ROI and customer acquisition cost
- Track and report lead generation data, and partner with leadership on incrementality and efficiency
- Write and direct copy and content plans that bring our workshops, radio, TV, and other offline programs online
- Partner with Marketing, Business Development, and Compliance so every campaign is on-brand, approved, and converting
What You Bring
Required
- Five or more years of experience in paid search or paid media advertising
- Expertise in Google Ads and Meta advertising
- Working knowledge of Google Analytics, Looker Studio, ActiveCampaign, and Salesforce
- Strong understanding of SEO, SEM, and marketing automation
- Strong analytical skills and the ability to write in a variety of styles, voices, and tones
- Bachelor's degree
Preferred
- Experience marketing financial services or another regulated industry
- Experience working within EOS or a similar operating system
Our Values
We're guided by our core values: Creating the Ultimate Client Experience through Unreasonable Hospitality, Extreme Ownership, Embracing Our Entrepreneurial Spirit, Respecting the Family, and Working Like a Duck: calm on the surface, working hard behind the scenes. If you love building campaigns that drive real results, we'd love to hear from you.
Skills Required
- Five or more years of experience in paid search or paid media advertising
- Expertise in Google Ads and Meta advertising
- Working knowledge of Google Analytics, Looker Studio, ActiveCampaign, and Salesforce
- Strong understanding of SEO, SEM, and marketing automation
- Strong analytical skills
- Ability to write in a variety of styles, voices, and tones
- Bachelor's degree
- Experience marketing financial services or another regulated industry
- Experience working within EOS or a similar operating system
What We Do
Drake & Associates, LLC is a Waukesha, Wisconsin-based SEC-registered investment advisory firm founded by CFP(R) Tony Drake. Since 2002 it has guided thousands of people through retirement planning, offering holistic wealth management, retirement income planning, Social Security strategies, tax minimization, estate and legacy planning, and access to in-house tax and insurance professionals to help clients build and enjoy their dream retirement.
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