Financial Copywriter

Moneta Advisor Marketing is Hiring:Financial Copywriter

Please apply by October 2nd at 5:00 PM PT

Submit an application

JOB OVERVIEW

Position Type: Remote, full-time employee

We are looking for a remote, full-time, U.S.-based Financial Copywriter to join our growing team of advisor marketing experts. You will be our company’s go-to resource for a wide variety of advisor copywriting projects. The Copywriter reports directly to the CEO and works closely with an Account Manager and Designer.

Our primary project focus at this time includes:

• Thought-leadership blog posts + articles
• Email newsletters that support retention, drive referrals, and result in new discovery calls
• Engaging, awareness-building social media posts
• Conversion + SEO/AEO-focused websites
• Strategic lead magnets + accompanying welcome email sequences
• Meta ads copy and related funnel projects

On any given week, you can expect to be writing for 6-8 clients across a mix of these project types, producing approximately 8-12 deliverables per week. The pace is steady and varied, so you need to be someone who genuinely enjoys switching between voices, topics, and formats throughout the day.

If you can produce high-quality copy and content on a wide range of financial topics for financial services clients (including financial advisors, financial coaches, CPAs, and more), then we would love to add you to the team.

ABOUT YOU

You’re a skilled, efficient copywriter who is genuinely passionate about and interested in finance and financial topics.

You’re the kind of person who:

• Is highly skilled at copywriting and can create content that balances strategy, storytelling, education, and personality
• Understands comprehensive marketing strategies and the role good copy plays within them
• Gets energized by research and can write with authority and accuracy on unfamiliar topics
• Moves naturally between different client voices, perspectives, and preferences
• Thrives when juggling a variety of projects and clients simultaneously
• Can take a project from the initial brand + content strategy phase through to a complete, polished deliverable
• Values the quality of your work and takes pride in producing well-developed content and copy
• Is organized, operates ahead of schedule, and communicates proactively about capacity and status
• Welcomes feedback and sees it as part of the process

WHO THIS JOB IS NOT FOR:

• Someone who is not excited about finance as a subject matter
• Someone who gets exhausted by the craft of research and storytelling
• Someone who relies on AI to write copy and content
• Someone who cannot reliably meet deadlines
• Someone who works best without collaboration or input from others

While the position is flexible, you will be required to attend team and client meetings during traditional business hours. If you have a full-time job or other commitments that would prevent you from doing so, please do not apply.

COMPANY BACKGROUND

Moneta Advisor Marketing is a boutique marketing agency that works with financial services professionals to help them grow brand awareness and get more clients. We develop and implement inbound marketing strategies that attract our clients’ ideal prospects by producing engaging, values-driven thought leadership content. The content we create is highly custom and original for each client.

We’re a friendly, supportive team and have the ability to figure anything out. We develop close relationships with our clients and take pride in executing their projects with care and precision.

Our Mission + Core Values

Our mission is to help purpose-driven financial advisors transform the lives of their clients. We do this by creating superior custom and strategy-driven inbound marketing content.

At Moneta, we:

• Create effective, conversational, human-sounding copy in financial services
• Make the finance industry a more human, more inclusive space
• Take care of each other, ourselves, and our clients
• Prioritize quality in our content and reliability for our clients
• Empower individuals to take control of their finances

Our Stance on AI

We believe AI is a powerful tool we can use to increase our productivity and effectiveness as copywriters. However, we do not believe that AI is capable of replacing the creativity, emotionality, and strategy that humans bring to marketing and copy that gets results.

As such, we use AI to help us:

• Brainstorm
• Think through ideas
• Support the revision/editing process

We do NOT use AI to write content (i.e., we do not copy/paste AI outputs and send them to clients). If AI is involved in the drafting at any point, we expect you to spend significant time revising the draft to ensure it aligns with our clients’ brand voice, target audience, strategy, and objectives.

We have a no-tolerance policy for work that is fully AI-generated.

JOB RESPONSIBILITIES

• Write strategic finance copy on a weekly basis
• Incorporate SEO/AEO best practices into applicable projects
• Thoroughly research unfamiliar topics to produce expert-level content
• Adapt quickly to different client voices, perspectives, and preferences
• Produce high-quality work that is polished and professional
• Work collaboratively with team members, incorporating feedback and editing work as needed
• Prioritize time management so you meet your deadlines
• Proactively communicate status and capacity with our Account Manager
• Attend virtual team meetings and client meetings on a weekly basis

REQUIRED SKILLS/EXPERIENCE

• 3+ years of copywriting and/or content marketing experience
• 1+ year experience in a finance or finance-adjacent role, or otherwise demonstrate some knowledge and understanding of financial topics
• Excellent proofreading skills and attention to detail

PREFERRED SKILLS/EXPERIENCE

• Bachelor’s degree in English, Marketing, Journalism, Communication, or related discipline
• 1 year experience copywriting for personal finance brands/businesses
• 1 year experience copywriting on technical topics (e.g., equity compensation strategies, self-directed IRA options)

COMPENSATION

• Compensation ranges from $70,000-$80,000 annually, dependent on experience
• Health insurance stipend to cover or contribute toward the monthly premium of a Marketplace plan in your state
• 10 days paid vacation + 5 days paid sick time per year on an accrual basis, available for use after 90 days of full-time employment

WHY YOU’LL LOVE WORKING AT MONETA

• You get to work with a fun-loving, supportive team that respects time boundaries.
• You get to work from your preferred space with flexibility in how you structure your day. We do expect general availability during business hours (U.S. time zones) for team and client needs.
• Our culture is built around flexibility. Many of our team members are moms of young children, and we welcome fur babies and human children on team calls! (Crying doesn’t scare us.)
• We encourage team members to develop professionally in the ways that are most important to them and provide support such as training opportunities on new projects, covered conference attendance, and more.

If you’re jumping up and down saying, “this is SO me!”, please apply below!

Submit an application