First Command Financial Services, Inc. · 1 day ago
Field Marketing Specialist
Fort Worth, TX
Full-time
Hybrid
Mid Level
3+ years expFirst Command Financial Services, Inc. is seeking a Field Marketing Channel Specialist who will align marketing strategy with Field execution to enhance Advisor productivity and drive revenue growth. The role involves planning and executing events, developing marketing tools, and managing communication between enterprise marketing and the Field Force.
BankingConsultingCrowdfundingFinancial Services
Hiring Manager
Nicole Custred
Responsibilities
Plan, coordinate, and execute regional and national field events (e.g., seminars, webinars, client appreciation events)
Partner with Advisors to tailor event strategies that align with local market needs and business goals
Assist with event logistics, vendor relationships, and post-event reporting and ROI analysis
Develop and maintain a suite of marketing and sales tools (presentations, brochures, digital assets) tailored to the Advisor channel
Collaborate with internal teams like Financial Planning, Product Marketing and compliance teams to ensure materials are accurate, timely, and aligned with brand standards
Train and support Advisors on how to effectively use marketing tools and platforms
Serve as a key liaison between enterprise marketing and the Field Force, ensuring consistent communication and feedback loops
Gather insights from the Field to inform Marketing strategies and content development
Manage and prioritize a centralized request queue from Advisors for Marketing support, ensuring timely and effective responses
Identify common needs and develop templated, scalable Marketing solutions to streamline support and maximize impact across the Field
Continuously refine templates and processes based on Advisor feedback and performance metrics
Monitor and report on the effectiveness of Field Marketing initiatives, including event performance, tool utilization, and Advisor satisfaction
Use data to optimize future campaigns and improve Field engagement
Qualification
Required
Bachelor's Degree in Business/Marketing or equivalent work experience
3+ years of experience in Field Marketing, Event Marketing, or sales enablement—preferably in financial services or a B2B environment
Strong project management and organizational skills
Excellent communication and interpersonal abilities
Proficiency in marketing automation tools, CRM systems (e.g., Salesforce), and event management platforms
Ability to travel up to 30% to support Field events and Advisor engagement
Experience working with financial advisors or within a regulated industry
Creative mindset with a passion for delivering memorable event experiences
Data-driven approach to marketing strategy and performance analysis
Familiarity with ticketing or request management systems (e.g., Workfront, Asana, Saleforce)
Company
First Command Financial Services, Inc.
First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.
501-1000 employees
H1B Sponsorship
First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (13)
2023 (10)
2022 (9)
2021 (9)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Mark Steffe
President and Chief Executive Officer
Recent News
2025-11-22
24-7 Press Release Newswire
2025-05-08
Company data provided by crunchbase