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Freelance Writer (Wealth Management / Advisor Coaching)

Summary

We're looking for an exceptional writer and content developer to build advisor-facing frameworks, playbooks, and training programs for the wealth management industry. This role is for someone who can take complex, partially-formed ideas — often technical, nuanced, and industry-specific — and turn them into polished, client-ready content that advisors actually use.This is a writing and content-development role first. Technical or analytical background is a plus. Key details: Develop frameworks, playbooks, and curricula for financial advisorsTranslate complex or 80%-formed concepts into clear, structured, actionable contentCreate reusable IP, including training programs, methodologies, or content systems designed to scale beyond your direct involvementUse AI tools (e.g., Claude) as part of your writing and content workflowA demonstrated track record of creating content, frameworks, or programs that others have adopted and used at scale (named examples preferred)Background in advisor coaching, practice management, curriculum design, or thought leadershipComfort working with AI tools to support (not replace) your writing processWealth management or financial services familiarity strongly preferredWhen applying, please briefly mention your experience with this type of content/industry, and provide links to samples. For price, please enter your hourly rate. Thanks! 

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