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Weaver Partners · 4 days ago

Investment Content Writer & Strategist

DFW Metroplex

Full-time

Hybrid

Mid Level

$120K/yr - $130K/yr

Weaver Partners is a fast-growing retirement advisory firm serving small and mid-sized businesses, seeking an Investment Content Writer & Strategist to join its investment team. The role involves translating complex market and portfolio concepts into clear insights and creating various investment-related content for internal and external audiences.

Human ResourcesRecruitingStaffing Agency

Responsibilities

Attend internal and external investment meetings and synthesize key portfolio, market, and macroeconomic insights

Write internal weekly market briefings covering economic, geopolitical, and capital markets developments

Produce monthly, quarterly, and annual market outlooks and updates

Develop in-depth reports and white papers on investment strategy, asset allocation, and market trends

Translate industry narratives and internal discussions into clear written communication for internal teams

Create educational investment content supporting advisors and plan sponsors

Partner closely with investment, client experience, sales, and leadership teams

Help identify content opportunities that improve clarity, reduce complexity, and support advisor efficiency

Qualification

Investment writingFinancial markets knowledgeMacroeconomic conceptsCFA certificationDetail-orientedDeadline-drivenCommunication skillsCollaboration skills

Required

Bachelor's degree in finance, economics, communications, journalism, or related field

Strong understanding of financial markets, investment strategies, and macroeconomic concepts

Proven experience writing about investments, capital markets, or portfolio strategy

Ability to simplify complex financial ideas for non-technical audiences

Detail-oriented, deadline-driven, and comfortable working with senior stakeholders

Preferred

Experience within investment advisory, asset management, or financial services environments

CFA, CFP, or CAIA a plus

Benefits

Fully covered health insurance

Strong retirement match

Company

Weaver Partners

Weaver Partners is a recruitment firm that helps the retirement services and employee benefits industry.

Founded in 2002

Batavia, Illinois, USA

11-50 employees

https://weaverpartners.com

Funding

Current Stage

Early Stage

Leadership Team

Peter Lindenmeyer

Managing Partner

Company data provided by crunchbase