Objective

To support clients' transition into a content-driven marketing strategy by producing high-quality, accessible, and engaging finance-related content for high-net-worth borrowers, real estate professionals, and other affiliates.

Profile Overview

Client is seeking a dedicated finance writer to lead the creation of varied content including newsletters, blogs, case studies, and website copy. The ideal candidate should simplify complex financial topics for audiences with varying levels of financial literacy, particularly real estate agents and affiliate partners.

Scope

Commitment: 25 hours/month (5 hours/week)
Duration: 6 month commitment with room for extension long term

Responsibilities

Create a monthly finance newsletter targeted at clients’ network of affiliates and clients
Write SEO-friendly finance blogs to support brand awareness and lead generation
Draft case studies based on interviews with clients
Produce website copy for pages including loan program descriptions, about page, etc.
Provide email content for distribution by clients’ internal marketing team
Participate in feedback calls or async reviews to align tone and voice

Skills and Qualifications

Proven experience in financial writing, especially in areas such as loan products, private banking, investment banking, and real estate finance
Ability to distill complex concepts into digestible, layperson-friendly content
Strong understanding of content strategy including SEO, lead generation, and brand messaging
Professional writing/editing background with consistent attention to tone, accuracy, and clarity
Comfortable conducting basic client interviews for case studies
Familiarity with creating content for newsletters, blogs, white papers, and websites

About Client

Client is a loan advisory firm that works with high-net-worth borrowers, private lenders, and financial institutions to provide tailored loan programs, including art loans, yacht loans, and more. While the company has operated successfully through referrals for five years, it is now investing in digital marketing and content to expand its reach and enhance brand recognition.

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Finance Newsletter + Marketing Writer