Ref No.: 18-07268
Location: El Segundo, California
Position Type:Contract
El Segundo, CA

Project Overview - Our financial client caters to approximately 750,000 independent financial advisors. This project in particular is designing and building version 1 of an Advisor Platform (portal) along with a companion, Client/investor Platform. These environments/platforms allow both advisors and investors to, among other things, collaborate on financial plans, goal-setting, retirement planning as well as overall investment planning.

As this is version 1, our client needs help in a number of areas including a content audit of the current state of the platforms (general content, CTA's, labelling, notifications, marketing spots, etc.), training content, helper text and FAQs as well as working with their marketing team on emails and other executions.
Role & Responsibilities - Copywriter will report to the Client Creative Director but will also work with the Client Senior UX Manager
Copywriter will have a lot of interaction with one main client (client's UX director) as well as interaction with 4-5 others on the client-side.

Client and Advisor Portal content including an initial audit of content, labelling, CTAs, etc
Labels, CTAs, body copy, disclosures, limited marketing copy, articulating process flows in written form
WalkMe tips/help/faqs (will work w/UX, WalkMe, and Training)—WalkMe is helper-text presented as tool-tips users can turn off and on.
Training content (will work w/ Cetera team)
Helping to write and edit training materials
Email invitations (will work w/marketing Cetera team)
Misc notifications (portals & emails)
Other Requirements -
Years of Experience Required - 4-8