Search Results for: Wealth Management
Found 19 result(s).
Create a Pitch Deck for Wealth Management Firm in Beautiful.ai
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
Adobe Illustrator Graphic Design Microsoft PowerPoint Presentation Design Pitchbook
High-End Print & Digital Ad for Wealth Management Firm – Emotionally Compelling, Clean Design
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
Wealth Management Digital Marketing Strategy
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
Go-to-Market Strategy Marketing Strategy Social Media Marketing Digital Marketing Strategy Advertising Strategy Brand Positioning Growth Strategy Business with 1-9 Employees
High-End Print & Digital Ad for Wealth Management Firm – Emotionally Compelling, Clean Design
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
Advertising Offline Marketing Advertising Strategy Graphic Design Advertising Design Print Advertising
Thought Leadership & Content Creation for Wealth Management Firm
Description: We are a wealth management firm managing $300M+ in AUM, seeking a talented financial content writer to help elevate our brand through thoughtful, engaging content. Our audience includes high-net-worth individuals ($2M-$10M), and we aim to position ourselves as leaders in transparency, exclusive access, and precision-driven wealth management. This role involves creating blogs, social m...
Job Type: Hourly: $25.00 - $150.00
Content Writing Blog Content Article Writing Research & Strategy
Virtual Assistant with Accounting/Finance Expertise Needed
I am seeking a proactive and detail-oriented Assistant Executive (AE) / Virtual Assistant (VA) with a strong background in accounting and finance. The ideal candidate will manage both my personal finances and business books, ensuring accurate record-keeping and financial organization. Additionally, you will handle scheduling, travel arrangements, and email correspondence to enhance productivity. I...
Job Type: Hourly: $25.00 - $35.00
Scheduling Microsoft Excel Travel Planning Email Management Accounting Personal Finance & Wealth Management
Screencast Tutorial Editor for Wealth Management Client Portal
We are seeking a skilled freelancer to edit and produce screencast tutorials for our updated client portal at a wealth management firm. The ideal candidate will have experience in creating engaging instructional videos that clearly guide clients through our platform's features. The project involves reviewing existing content, editing for clarity, and ensuring that the tutorials are both informativ...
Job Type: Hourly: $25.00 - $50.00
Screencasting Video Explainer Video Video Editing Education Content Writing
Thought Leadership & Content Creation for Wealth Management Firm
Description: We are a wealth management firm managing $300M+ in AUM, seeking a talented financial content writer to help elevate our brand through thoughtful, engaging content. Our audience includes high-net-worth individuals ($2M-$10M), and we aim to position ourselves as leaders in transparency, exclusive access, and precision-driven wealth management. This role involves creating blogs, social m...
Job Type: Hourly: $25.00 - $150.00
Content Writing Blog Content Article Writing Research & Strategy
AI-Powered Wealth Management Mobile Application
Project Brief - Visionary and Revolutionary AI-Driven Wealth Management Application 1. Introduction The goal of this project is to create a fully automated wealth management application that leverages cutting-edge technologies to offer a revolutionary customer experience. The system stands out by utilizing Artificial Intelligence (AI), biometric authentication, speech-to-text, and blockchain, al...
Delivery Time: 4 hours left days
Artificial Intelligence Blockchain Cloud Service Mobile App Development Wealth Management
Elegant Asset/Wealth Management Firm Website/Hedge Fund
I'm in need of a small, simple, but classic and elegant informational business website for my asset management firm. Must be mobile friendly. The primary goal of this site is to inform new clients and people looking us up. The name of the company is Kapital, LLC. —/--I have attached our LOGO which MUST BE USED and a powerpoint with the text to use— —/—If you use phot...
Delivery Time: 1 day left days