Content Strategist/Copywriter, Wealth Management

Intention.ly; Philadelphia (Philadelphia County); On-site; USD 70,000 - 110,000; Full time

Job summary

Intention.ly is seeking a skilled and versatile content strategist and copywriter with wealth management experience to write across a portfolio of client accounts, delivering clear, compliant, and compelling copy for RIAs, wealth managers, broker-dealers, and fintech firms.

The ideal candidate combines strong writing with financial services fluency, develops original copy optimized for search and audience engagement, and thrives under deadlines across multiple accounts.

Qualifications

• 5+ years of copywriting experience in financial services, wealth management, or fintech.
• A portfolio showing range across website copy, email, social, and long-form content.
• Strong understanding of compliance in regulated financial marketing.
• Excellent writing, editing, and proofreading skills.
• Ability to manage multiple clients, priorities, and brand voices.
• Strong project management, organization, and communication skills.

Responsibilities

• Write website copy, email campaigns, blog posts, social content, and marketing collateral for clients in wealth management and fintech.
• Translate complex financial concepts into clear, accurate copy.
• Write within compliance guardrails for RIAs, broker-dealers, and investment managers.
• Develop and maintain distinct brand voices across multiple clients.
• Adapt tone and format for landing pages, nurture emails, or LinkedIn posts.
• Collaborate with account leads to translate client goals into high-performing copy.
• Support onboarding and campaign planning with copy rationale.
• Edit and proofread work before review; support QA across the team.

Skills

Copywriting

Editing

Proofreading

Project management

Communication

Content strategy

SEO/AEO

Tools

HubSpot

Job description

Intention.ly is seeking a skilled and versatile content strategist/copywriter with wealth management experience to write across a portfolio of client accounts. This role is responsible for producing clear, compelling, compliance-aware copy that helps RIAs, wealth management firms, broker-dealers, and fintech companies connect with advisors, investors, and consumers.

The ideal candidate combines strong writing skills with real financial services and fintech fluency, develops copy that is original, compelling, and optimized for both AEO and traditional search, and works well under deadline pressure across multiple accounts.

What You'll Do

• Write website copy, email campaigns, blog posts, social content, and marketing collateral for clients across wealth management, investment management and fintech
• Translate complex financial, regulatory, and technical concepts into copy that is clear, accurate, and easy to act on
• Write within compliance guardrails common to RIAs, broker-dealers, and investment managers
• Develop and maintain distinct brand voices across a range of clients
• Adapt tone and format for the channel, whether that’s a landing page, a nurture email, or a LinkedIn post
• Partner with account leads and strategists to turn client goals and briefs into high-performing copy
• Contribute to messaging frameworks and positioning work during client onboarding and campaign planning
• Support client meetings and reviews with copy rationale when needed

Quality & Process

• Edit and proofread your own work before it goes to review
• Support peer review and quality assurance across the content team
• Manage multiple client projects and deadlines simultaneously, maintaining high-quality output
• Stay informed on industry trends, competitor messaging, and audience needs
• Partner with paid media, design, and marketing automation teams to develop integrated client solutions.
• Apply AEO and SEO principles to copy structure and language where relevant to the client's goals

Required Qualifications

• 5+ years of copywriting experience, including direct experience in financial services, wealth management, or fintech
• A portfolio that demonstrates range across website copy, email, social, and long-form content
• Strong understanding of compliance considerations in regulated financial marketing
• Excellent writing, editing, and proofreading skills
• Ability to manage multiple clients, priorities, and brand voices simultaneously
• Strong project management, organization, and communication skills

Preferred Qualifications

• Working knowledge of AEO and SEO best practices, including keyword research, search intent, on-page structure, and how content is surfaced and cited by AI answer engines
• Experience with HubSpot or similar marketing platforms
• Experience writing award submissions or executive bios
• Agency experience managing multiple clients simultaneously strongly preferred