Senior Content Writer- Wealth Management

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning.

Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education.

The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth.

Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America.

Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.

Allworth Financial is seeking an experienced Sr. Content Writer who will lead our efforts in producing clear, persuasive content and communications for various sales enablement resources.

This senior associate will be a key member of the team charged with bringing the Allworth brand, capabilities, and services to life through words.

This role is full-time exempt position with a Salary range of $90,000 to $109,000. This is a hybrid position and can be performedin one of the following offices : Greater Sacramento region / Dallas, Texas.

Responsibilities

• Write engaging content for a wide range of consumer facing sales material (print and digital) including case studies, articles, guides, presentations, pitch decks, infographics, etc.
• Conduct interviews and research necessary to develop content for any given topic that requires more in-depth detail.
• Execute the translation of complex financial topics, information, and ideas into written material that is both thorough and approachable for the end user and intended audience.

Understand the gap and the why

• Own the research, writing, and editing for professional quality sale enablement content.
• Take assigned projects from initial concept to completion-managing every step of the process along the way.
• Collaborate with creative counterparts to help realize complex concepts from copy to design.
• Revise content whenever customers or clients request changes-providing appropriate feedback and updates to stakeholders as content development progresses.
• Identify gaps within content requests-recommending solutions whenever necessary.
• Edit content to ensure voice, grammar and style is on point.
• Work within a marketing project management system (Monday.com, Asana, ProofHub, Clarizen, Basecamp, or other).

Skills

• Has skilled grasp of the English language, grammar rules, and carefully proofreads and edits content for clarity and accuracy.
• Highly organized with demonstrated initiative and ability to work independently while managing multiple tasks.
• Explains complicated ideas / concepts in a clear and concise manner-distilling complex subjects into approachable and easily understood language.
• Able to work within creative briefs and meet tight deadlines outlined by the client / production team / Manager.
• The ability to independently research industry-related topics (combining online sources, subject matter expert interviews, and professional studies) to build content that is compelling, accurate, and aligned with the organizations philosophies.
• Highly adept at working cross-divisionally to help define clients' content needs, working closely with sales, divisional leadership, product owners, other writers, and editors to ensure alignment, accuracy, and consistency in messaging.
• Skilled at conveying written concepts with inhouse design counterparts to meet client expectations and achieve quality results.
• Working with content strategists and production team to build and manage content calendar to plan workload and meet deadlines.
• Experience conducting media outreach when appropriate for public relations article placement.

Qualifications

• Bachelor's or Master's degree in marketing, journalism, communications, or other marketing related discipline required.
• 10+ years in communications; 5+ years as a Sr. Content Writer, Copywriter, or similar role.
• Portfolio of published original content and other sales enablement materials available for review (white pages, case studies, customer success stories, topical one-pagers, slide presentations, press releases, articles, and more).

BENEFITS

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including :

• Medical : Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy.
• Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
• Option to participate in our Equity Purchase Program
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm.

We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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