Search Results for: Wealth Management

We are a wealth management firm seeking a talented designer to create a visually engaging pitch deck using Beautiful.ai. The ideal candidate will have experience in financial presentations and be able to convey complex information clearly and effectively. You should be able to create a polished and professional design that aligns with our brand guidelines and captures the attention of potential cl...

Job Type: Hourly

Graphic Design Presentation Design Microsoft PowerPoint Adobe Illustrator Pitchbook

We’re looking for an experienced video creator to help us develop a custom promotional video for our wealth management firm. This project will include: - Collaborating with us to create compelling, conversion-focused ad copy that clearly communicates our firm's value to potential clients. - Video Production: Assembling a polished, professional video that aligns with our brand and message. - Creati...

Job Type: Hourly: $15.00 - $100.00

Copywriting Video Editing Marketing Strategy Facebook Advertising Video Advertising Creative Strategy

Strong project management skills are a plus. Financial Systems & Automation Specialist Overview We are seeking an experienced Financial Systems & Automation Specialist to transform our client’s financial reporting processes through advanced automation, system optimization, and data integration. This role will be instrumental in streamlining our financial operations, particularly focused on...

Job Type: Hourly: $80.00 - $150.00

Accounting Principles & Practices CPA Microsoft Excel Automation Workday Process Improvement Financial Analysis Power Query Microsoft Power BI

Strong project management skills are a plus. Financial Systems & Automation Specialist Overview We are seeking an experienced Financial Systems & Automation Specialist to transform our client’s financial reporting processes through advanced automation, system optimization, and data integration. This role will be instrumental in streamlining our financial operations, particularly focused on...

Job Type: Hourly: $80.00 - $150.00

Accounting Principles & Practices CPA Microsoft Excel Automation Workday Process Improvement Financial Analysis Power Query Microsoft Power BI

We are seeking a passionate and dynamic young finance professional to help us build and engage a vibrant community. This role involves utilizing your finance knowledge to create valuable content, interact with community members, and foster relationships. If you have a flair for communication, enjoy networking, and are eager to make a difference in the finance community, we want to hear from you. J...

Job Type: Hourly

Tax Strategy English Finance & Accounting Finance Personal Finance Personal Finance & Wealth Management Investment Banking Taxes Tax Accounting Tax Return

We need deep SEO expertise to dominate search results for financial advisor (50+ audience). What You'll Do: * Competition Analysis - Find gaps we can exploit * Site Audit - Optimize structure and user experience * Quick Wins - Spot easy keyword opportunities * Unknown Unknowns - Find hidden opportunities and issues * 12-Month Roadmap - Actionable plan our team can execute to rank for our keywords ...

Job Type: Hourly: $75.00 - $150.00

Ahrefs SEMrush Yoast SEO Finance & Accounting Search Engine Optimization SEO Keyword Research Marketing Strategy Google Analytics

We are a California-based wealth management firm looking to partner with a seasoned digital marketing strategist who can help us build a comprehensive, long-term marketing foundation for our brand. This project goes beyond basic social media—we’re looking for someone who can think holistically and develop an integrated marketing strategy that supports our brand identity, voice, and values for year...

Job Type: Hourly: $15.00 - $150.00

Growth Strategy Social Media Marketing Advertising Strategy Brand Positioning Go-to-Market Strategy Business with 1-9 Employees Marketing Strategy Digital Marketing Strategy

We’re currently looking for an experienced independent contractor to help us map out and document all firm technology in use, including how each tool is used and the specific benefits. The objective is to create a detailed, visual, and easily digestible outline of our tech stack to support strategic clarity and operational efficiency. Key Responsibilities: • Build a comprehensive Lucidchart-based ...

Job Type: Hourly: $20.00 - $55.00

Project Management Project Workflows Project Scheduling Communications Project Plans Presentations

We’re looking for a skilled designer-copywriter combo to help us create a visually stunning and emotionally resonant advertisement for a high-end wealth management firm. The ad will appear in premium lifestyle magazines in the Washington DC area, as well as in digital formats across social and web. This is a test project for one ad, but we have a steady pipeline of concepts if the fit is right. Wh...

Job Type: Hourly: $75.00 - $200.00

Offline Marketing Advertising Strategy Graphic Design Advertising Advertising Design Print Advertising

We’re looking for a skilled designer-copywriter combo to help us create a visually stunning and emotionally resonant advertisement for a high-end wealth management firm. The ad will appear in premium lifestyle magazines in the Washington DC area, as well as in digital formats across social and web. This is a test project for one ad, but we have a steady pipeline of concepts if the fit is right. Wh...

Job Type: Hourly: $75.00 - $200.00

Offline Marketing Advertising Strategy Graphic Design Advertising Advertising Design Print Advertising