Content Strategist & Finance Writer

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We are seeking a highly strategic and creative Content Strategist & Finance Writer to deliver investment-focused and digital/web content that bolsters our brand, drives engagement, and educates our audience across digital and traditional platforms. The successful candidate will be a key contributor to our Brand Content Team, which is responsible for shaping our brand voice and delivering growth-focused content projects.

This role requires a deep understanding of financial markets, investment products, and economic trends. The ideal candidate can translate complex financial concepts into compelling narratives and is a data-driven marketer with demonstrated capabilities in crafting web/digital campaigns. We welcome blue-sky thinkers who are eager to champion new technologies, give a fresh take on financial markets, and amplify our brand.

This is a fully remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $95,000.00 to $125,000.00, exclusive of bonuses and benefits. This role is also eligible for our corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Content Strategy

• Pitch, develop, and deliver investment-focused and digital/web content projects, aligned with company goals and brand objectives

• Collaborate with portfolio managers and compliance team to ensure content is accurate, supportive of key business goals, and meets regulatory standards

• Track performance and continuously refine content based on analytics (e.g., web and digital analytics tools, performance metrics) and stakeholder/audience feedback

• Support the maintenance of content libraries and templates for consistency and reuse

• Monitor industry trends and competitor content to identify opportunities across collateral types

• Proactively recommend program improvements to deliver higher engagement and conversion rates

Content Creation

• Reinforce our brand identity and value proposition through all created materials

• Write and edit a wide range of investment-focused content, including:

  • Market commentaries and economic outlooks

  • Whitepapers and research briefs

  • Periodic performance summaries

  • Brochures and fact sheets

• Write and edit short-form web and digital content (e.g., landing pages, FAQs, email campaigns, newsletters, digital ads)

• Leverage AI-powered tools to perform core responsibilities, including:

  • Staying informed on emerging AI technologies and recommending tools/processes that improve productivity and content quality

  • Maintaining human oversight to ensure accuracy, compliance, and consistent brand messaging

• Collaborate with the design team to create showstopping infographics, newsletter templates, videos, and other multimedia content

• Support internal communications and advisor training materials as needed

• Proofread and edit content with a fine eye to detail

Education/Qualifications

• Bachelor's degree in finance, communications, journalism, or marketing

• Financial certification, credential, and/or license (e.g. Series 7) strongly preferred

• 8+ years of experience in content strategy and/or copywriting

• Exemplary writing, editing, and proofreading skills with attention to detail

• Deep experience with B2B and/or B2C financial services content

• Ability to translate complex/technical concepts into clear, engaging content

• Strong understanding of financial terminology, products (e.g., investments, loans, insurance), and regulatory requirements

• Demonstrated ability to balance multiple projects and priorities to deliver compelling content on deadline

• Proficiency in Microsoft Office Suite, especially PowerPoint and Word, as well as Wrike, Drupal, and Canva preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the individual contributor level is $87,400,300.00 to $152,500.00. However, the base salary range bolded above ($95,000.00 to $120,000.00) is what we expect to pay as a starting range for this position. ​

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.