Freelance Finance Copywriter

We are hiring.

We're looking to bring on a couple of freelance Finance Copywriters to work with our team.

If you have a strong understanding of finance and a talent for turning complex topics into clear, engaging, and approachable content, we'd love to hear from you.

If this sounds like you, or you know someone who might be a great fit, check out the job posting and feel free to share it with your network!

Posted by: Holly Moore

Who we are

Sherman Research has been doing this since 1999. We're an SEC-registered firm in Coeur d'Alene, Idaho that builds signal-driven research, model portfolios, and technology for financial professionals.

The core of the business is a patented set of six proprietary indicators tracking short, medium, long, and seasonal timeframes. When momentum shifts in either direction, the system triggers a real-time signal. Advisors use those signals to make disciplined allocation decisions instead of guessing. That research sits underneath more than fifty Advance and Protect™ tactical allocation portfolios, plus the Sherman Launch System, the Command Module, and the Portfolio Toolkit.

Roughly 300 independent advisors, RIA firms, broker-dealers, and platform partners use our work, representing close to $2 billion in client assets. In 2026, WealthAdvisor named True Freedom Investing the fastest-growing TAMP in America. Sherman Research is the engine underneath it. Through our enterprise relationships, our research advises one in every five trades on the US stock market.

Two things to know before you apply.

1. We're a research firm first. Everything we publish sits next to an investment process people have money in. Accuracy matters is the most important thing.
2. Faith shapes how we work. Sherman is a values-led company. We hire for character alongside competence, and we treat every applicant that way too. We're a for-profit company, and at the end of each year we donate 51% of our profits to advance the gospel.

Why this role exists

We have the research. We don't have anyone who turns it into something a normal person will read, on a deadline, week after week.

We're building a consumer-facing content engine. Short pieces, pegged to the news, easy to scan, published on a rhythm, and written inside Sherman's philosophy instead of sounding like every other market commentary. It's a new stream, separate from our advisor products.

Who you're writing for

A W-2 employee in his late forties with money to invest, who's either frozen or sitting with an advisor who does nothing for him. He's smart, he's not a professional, and he's reading on his phone.

Write at his level without writing down to him.

The critical constraint: you translate, you don't originate

Sherman's research team owns the market view. Models, signals, macro read, all of it. You never author an original market call. Your job is to take what the desk produces and turn it into a narrative that lands.

If you want a job where you make the calls, this isn't it. What we're offering is the craft problem: making a rules-based system feel urgent and human, every day.

The cadence

• Daily: Short market note. What moved, what the system says about it, what it means for a long-term holder. Roughly 300-500 words.
• Weekly: Week ahead or week in review. The connective tissue piece. Roughly 700 to 900 words.
• Monthly: Deeper research piece. Still consumer-friendly, but technical. The mechanics behind a trend or momentum read. Roughly 1,200 to 1,800 words.
• Quarterly: The flagship. Positioning, what the system did and why, what has changed. Roughly 2,000+ words.

The philosophy you'd be writing inside

Sherman is trend following and momentum. Here's what that does to the writing.

• We don't predict. We respond to what price is already doing. Copy that forecasts is off-brand and a compliance problem.
• Rules over opinions. The system is the story. Nobody needs another pundit take.
• Losses are part of the design. Trend following has drawdowns by construction. You'll write about them honestly and without flinching. That's the voice working correctly.
• Patience is the product. A lot of this job is making "stay the course" read like a decision somebody made on purpose.

What you own

• Turning research inputs into finished, publish-ready copy on schedule
• Headlines and subject lines, plus the news instinct for what's worth pegging to
• One consistent voice across all four cadences
• Working from the style guide, and helping tighten it
• Getting copy through compliance cleanly, without three rounds

What you don't own

• The market view or any investment recommendation
• Design, layout, or email send mechanics
• Paid media, distribution strategy, or channel management
• Anything that touches Sherman's advisor-facing products

What a week looks like

Async and deadline-driven. You manage your own time and hit dates without being chased. Deadlines are hard.

Must-haves

• 3+ years writing professionally, with published finance or markets work. Investing media, fintech, an asset manager, a newsletter with a subscriber base.
• A portfolio that shows you can be clear and technical at the same time
• Fluency in markets
• A track record of shipping on a recurring deadline
• Comfortable being edited, and comfortable being told the call isn't yours to make
  

Nice-to-haves

• Prior work inside a compliance review process
• Familiarity with systematic, quantitative, or trend-following strategies
• Some SEO instinct for the evergreen pieces

Disqualifiers

• Can't produce published finance writing samples
• Wants editorial authority over the market view
• Guaranteed-outcome or prediction-heavy writing style
• No evidence of hitting recurring deadlines
  

How we'd measure it

• On-time delivery rate
• Edit depth, meaning how much rework a draft needs before it ships
• Compliance rounds per piece (target: one)
• Engagement: open rate, read-through, forwards
• Conversion contribution on gated pieces

Guardrails

Every piece clears compliance review before publication. No performance claims, no forward-looking predictions, no personalized advice. Disclosure language is standard and non-negotiable.