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Investment Content Writer & Strategist

Plano, TX

COMPANY OVERVIEW: 

At Fisher\SMB, we are dedicated to guiding our clients through the complexities of retirement planning with expertise and care. Since our founding, we have specialized in providing retirement-focused financial strategies that support long-term security and sustainable growth. Our personalized approach combines in-depth market knowledge with a commitment to understanding each client’s unique financial goals.

As part of our team, you’ll be joining a group of professionals driven by a shared mission: to deliver exceptional service, uphold ethical standards, and contribute to our clients’ financial well sent confidence. We believe in fostering an environment where innovation, collaboration, and professional development are encouraged. If you are passionate about helping others secure their future while advancing your career in a supportive setting, Fisher\SMB is the place for you.

JOB SUMMARY:

The Investment Content Writer and Strategist is responsible for creating clear, engaging, and educational investment and retirement- focused content that supports small business owners, their employees, and internal partners. This role blends strong investment knowledge with strategic storytelling to simplify complex concepts for non- technical audiences, strengthen our client communications, and support Fisher\SMB's leadership in the small- plan retirement space.

The ideal candidate will have a strong understanding of financial markets, investment strategies and asset c lasses, with the ability to translate complex investment concepts into clear, engaging, and accessible content. This candidate should be equally comfortable creating content, creating a content calendar, partnering with internal stakeholders, and effectively communicating our viewpoints across all investment- related communications.

JOB RESPONSIBILITIES:

Content Development

  • Develop a process to effectively aggregate both internal and external investment related
  • Attend internal and external investment related meetings and summarize key investment/portfolio insights and
  • Create written content in various formats covering key topics such as global events, capital markets, portfolio themes, investment insights, and education content on financial topics.
  • Write internal weekly briefings summarizing important economic, geopolitical, and capital markets events for internal teams.
  • Write monthly, quarterly, and annual market updates and outlook summarizing key market themes and integrating effectively our viewpoints for external
  • Create in- depth reports and white papers that analyze market trends, economic conditions, and investment
  • Develop content that supports both client and advisor education helping plan sponsors understand their investment lineup, fiduciary responsibilities, and plan design options.
  • Identify content opportunities that improve client clarity, reduce confusion, support advisor efficiency, and strengthen our brand
  • Collaborate with Client Experience team to create and actively manage an Investment Client Advisory Board to gain feedback from actual clients on our investment portfolio strategies.
  • Craft presentations or speeches for senior
  • Build relationships with internal stakeholders, including sales, client service, investments and senior leadership, to gather insights and data for content, and translate common client questions into helpful educational materials.

QUALIFICATIONS:

  • Bachelor's degree in finance, economics, journalism, communications, or related
  • Financial certifications for CFA, CAIA or CFP certifications are a
  • Proven experience writing about financial markets, investments, or related
  • Familiarity with financial products (stocks, bonds, mutual funds, EfFs, etc.)
  • Experience in creating content for an investment advisory firm, asset management company, or financial services firm is highly
  • Exceptional writing and editing skills with a focus on clarity and
  • Strong understanding of financial markets, investments strategies, and macroeconomic
  • Ability to explain complex financial concepts in a way that is understandable to a broad
  • Detail- oriented, organized, and able to meet
  • Familiarity with compliance review processes for regulated financial

EMPLOYEE BENEFITS:

At Fisher\SMB™, we are dedicated to the health, well-being, and future of our employees. We offer a competitive and comprehensive benefits package, including:

  • Health Insurance: Medical, dental, and vision premiums are 100% covered by the company, with flexible plan options to meet diverse needs. Preventive care is fully covered, and employees have access to an extensive provider network.
  • Retirement Savings: Our retirement plan offers a 50% employer match for contributions up to IRS limits, along with flexible investment options to accommodate different risk preferences.
  • Additional Insurance: Company-sponsored life, AD&D, short-term, and long-term disability insurance to provide peace of mind.
  • Employee Assistance Program (EAP): Confidential counseling and wellness support to help employees navigate life’s challenges.
  • Concierge Health Support: Access to "Ask Bennie," a dedicated healthcare concierge team to answer questions and provide guidance on health benefits.
  • Employee Perks and Discounts: Exclusive discounts on a range of services and products.

Join us at Fisher\SMB™ and experience a supportive environment that values your well-being, growth, and work-life balance.

EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:

Fisher\SMB is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, pregnancy, marital status, or any other protected characteristic as outlined by federal, state, or local laws.

All employment decisions at Fisher\SMB are based on business needs, job requirements, and individual qualifications. We encourage applicants of all backgrounds to apply and are dedicated to providing a fair, respectful, and accessible hiring process for all. Reasonable accommodations are available to candidates with disabilities to support their participation in the application and interview process.

DISCLAIMER:

This job description provides a summary of typical responsibilities and qualifications for this position; however, it is not intended to be exhaustive or comprehensive. Employees may be required to perform other job-related duties as assigned, and responsibilities, duties, and activities may change at any time with or without notice. This document does not create a contract of employment or alter the at-will employment relationship of Fisher\SMB.

 

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