Hi marketers!

I'm looking for a content marketer to join my team at FP Transitions!

I'm looking for someone who can think. Someone who's curious. Someone who asks great questions, then takes data, research, and the biggest trends shaping our industry and turns them into stories that help our profession get better.

AI has changed how we create content, but I don't believe great marketing comes from asking AI to write another blog post.

Great marketing comes from understanding people. Interviewing subject matter experts. Digging into research. Finding the story behind the numbers. Challenging assumptions.

THEN creating content that people actually want to read because it teaches them something they didn't know before.

If that sounds like you (or someone you know) I'd love to meet you!

If you believe marketing can shape an industry, not just promote a product, this might be the role for you.

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Marketing Copywriter

This Marketing Copywriter role helps shape FP Transitions’ thought leadership by turning complex business insights, industry trends, and proprietary data into clear, compelling content for financial advisors. From blogs, emails, guides, reports, webinars, video scripts, and landing pages to collaboration with consultants, analysts, leadership, and the marketing team, this position helps bring timely, relevant, and insight-driven content to life across channels.

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Marketing Copywriter

Classification: Full-time, Exempt; Hybrid (Remote for the right candidate)
Department: Marketing

Objective

FP Transitions is seeking a strategically minded Marketing Copywriter who can translate complex business insights, financial services trends, and proprietary data into compelling, high-value content.

This role requires someone who is deeply integrated into the business and can partner closely with consultants, analysts, and leadership to understand industry developments and proprietary data. The successful candidate will transform those insights into timely, relevant, and actionable content for financial advisors.

Role Summary

The ideal candidate combines content strategy, writing excellence, data fluency, and marketing channel execution. They understand the advisory profession, the M&A landscape, and the unique voice of FP Transitions. They will help deliver a steady cadence of intelligent content across blogs, emails, guides, video scripts, webinars, reports, and microsites.

Essential Functions

Content Strategy & Planning

• Partner with the Marketing Strategist to develop and maintain a content calendar aligned with business priorities, seasonal trends, and advisor needs.
• Participate in internal planning meetings to understand upcoming initiatives, program updates, valuation trends, and industry shifts while proactively turning these into content opportunities.
• Collaborate with consultants, financial analysts, and leadership to identify and extract meaningful insights that support storytelling and thought leadership.

Content Creation & Writing

• Write clear, compelling, and authoritative content tailored to financial advisors and firm owners.
• Produce a wide range of content formats, including:
  • Blogs and articles
  • Email campaigns and nurture sequences
  • Long-form guides, e-books, reports, and whitepapers
  • Webinar scripts, outlines, and presentations
  • Video scripts or short-form reels copy
  • Landing page copy for campaigns and product pages
  • Award submissions
• Maintain the FP Transitions brand voice across all content: professional, trustworthy, and insight-driven.

Data & Insight Interpretation

• Collaborate closely with the Business Intelligence team to understand valuation data, benchmarking studies, compensation surveys, survey results, and other proprietary FP Transitions data to uncover trends and stories worth sharing.
• Translate data into digestible content using visual aids, charts, or simplified explanations.
• Work with the marketing team and subject-matter experts to ensure accuracy and clarity in all content.
• Collaborate with the marketing team and external vendors for creative execution across static and dynamic visuals.

Cross-Functional Collaboration

• Attend key internal meetings (valuation updates, state of the market discussions, M&A team meetings, etc.) to understand business activity and upcoming insights.
• Partner with the Events and Digital teams on campaign development, webinar promotion, and cross-channel content launches.
• Ensure alignment with sales (internal and external consulting teams) to support lead generation and nurture flow content.

Distribution & Optimization

• Optimize all public-facing content for SEO, AEO, and industry discoverability.
• Partner with Digital Marketing to track performance, engagement, and conversion metrics, and optimize content based on insights.

Preferred Knowledge, Skills, and Abilities

• Strong ability to interpret data, identify patterns, and articulate insights clearly.
• Excellent writing and editing skills with the ability to adopt the FP Transitions voice.
• Ability to translate complex concepts into approachable, engaging content without sacrificing accuracy.
• Comfort collaborating with subject-matter experts and cross-functional teams.
• Experience working with content management systems (HubSpot experience is a plus).
• Strong knowledge of SEO, AEO, email marketing, and content performance analytics.
• Proactive and curious mindset with the ability to identify storylines and content opportunities.
• High attention to detail and commitment to accuracy, particularly with data-driven content.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Enjoy working closely with leadership and analytics teams while being integrated into the business.

Education and Experience

• Bachelor's degree in Marketing, Communications, or a related field.
• 3–6+ years of experience in marketing, content writing, copywriting, editorial strategy, or similar roles.
• Experience in financial services, wealth management, financial planning, or related professional services.
• Proven experience creating content across multiple formats and channels.

Compensation and Benefits

• Salary: $65,000–$85,000 (DOE)
• Medical, Dental, and Vision insurance
• 401(k) with 25% employer match
• Accrued PTO
• Company holidays (including employee's birthday)
• Company lunches, snacks, and team-building events