Search Results for: Wealth Management

Found 29 result(s).

High-End Print & Digital Ad for Wealth Management Firm – Emotionally Compelling, Clean Design

US$ 75.00

We’re looking for a skilled designer-copywriter combo to help us create a visually stunning and emotionally resonant advertisement for a high-end wealth management firm. The ad will appear in premium lifestyle magazines in the Washington DC area, as well as in digital formats across social and web. This is a test project for one ad, but we have a steady pipeline of concepts if the fit is right. Wh...

Job Type: Hourly: $75.00 - $200.00

Graphic Design Advertising Design Offline Marketing Advertising Strategy Advertising Print Advertising

Create a Pitch Deck for Wealth Management Firm in Beautiful.ai

US$ 0.00

We are a wealth management firm seeking a talented designer to create a visually engaging pitch deck using Beautiful.ai. The ideal candidate will have experience in financial presentations and be able to convey complex information clearly and effectively. You should be able to create a polished and professional design that aligns with our brand guidelines and captures the attention of potential cl...

Job Type: Hourly

Graphic Design Presentation Design Microsoft PowerPoint Adobe Illustrator Pitchbook

High-End Print & Digital Ad for Wealth Management Firm – Emotionally Compelling, Clean Design

US$ 75.00

We’re looking for a skilled designer-copywriter combo to help us create a visually stunning and emotionally resonant advertisement for a high-end wealth management firm. The ad will appear in premium lifestyle magazines in the Washington DC area, as well as in digital formats across social and web. This is a test project for one ad, but we have a steady pipeline of concepts if the fit is right. Wh...

Job Type: Hourly: $75.00 - $200.00

Offline Marketing Advertising Strategy Graphic Design Advertising Advertising Design Print Advertising

Wealth Management Digital Marketing Strategy

US$ 15.00

We are a California-based wealth management firm looking to partner with a seasoned digital marketing strategist who can help us build a comprehensive, long-term marketing foundation for our brand. This project goes beyond basic social media—we’re looking for someone who can think holistically and develop an integrated marketing strategy that supports our brand identity, voice, and values for year...

Job Type: Hourly: $15.00 - $150.00

Social Media Marketing Advertising Strategy Brand Positioning Go-to-Market Strategy Growth Strategy Business with 1-9 Employees Marketing Strategy Digital Marketing Strategy

International Transfer Specialist Needed

US$ 525.00

I require a banker to assist with initiating an international transfer. The job needs to be completed within one day. Key Requirements: - Experience in transaction initiation - Familiarity with international transfer protocols - Able to complete the task within 24 hours Ideal Skills and Experience: - Background in banking or finance - Strong attention to detail - Time-efficient and reliable

Delivery Time: 6 days left days

Bank Reconciliation Investment Banking Metatrader Wealth Management

Thought Leadership & Content Creation for Wealth Management Firm

US$ 25.00

Description: We are a wealth management firm managing $300M+ in AUM, seeking a talented financial content writer to help elevate our brand through thoughtful, engaging content. Our audience includes high-net-worth individuals ($2M-$10M), and we aim to position ourselves as leaders in transparency, exclusive access, and precision-driven wealth management. This role involves creating blogs, social m...

Job Type: Hourly: $25.00 - $150.00

Content Writing Article Writing Blog Content Research & Strategy

Thought Leadership & Content Creation for Wealth Management Firm

US$ 25.00

Description: We are a wealth management firm managing $300M+ in AUM, seeking a talented financial content writer to help elevate our brand through thoughtful, engaging content. Our audience includes high-net-worth individuals ($2M-$10M), and we aim to position ourselves as leaders in transparency, exclusive access, and precision-driven wealth management. This role involves creating blogs, social m...

Job Type: Hourly: $25.00 - $150.00

Content Writing Blog Content Article Writing Research & Strategy

Design a website and mobile application for wealth management

US$ 3000.00

We need to design our ux/ui for a fintech startup with a focus on wealth management. We expect to have a full iteration from mocks to high fidelity designs (including iconography). We are looking for a modern design (latest trends) but it needs to be easy to use and inspires trust in our target marketCategory: Design & MultimediaSubcategory: Mobile app designWhat do you need?: Create a new cus...

Android iPhone Responsive Web Design

Direct Mail - Financial Advisor/Wealth Management

US$ 200.00

Hello, I am looking for someone to help my partner and I craft a catchy marketing letter to be in a direct mail campaign in the Chicagoland area for our wealth management services. We are looking to target those between 25-55 years old, married, homeowner, kids, and net worth between 250k-10M. We would like to send out 1,250 letters to start today and then another 1,250 letters in a handful of mon...

Job Type: Fixed price

Direct Mail Finance

Screencast Tutorial Editor for Wealth Management Client Portal

US$ 25.00

We are seeking a skilled freelancer to edit and produce screencast tutorials for our updated client portal at a wealth management firm. The ideal candidate will have experience in creating engaging instructional videos that clearly guide clients through our platform's features. The project involves reviewing existing content, editing for clarity, and ensuring that the tutorials are both informativ...

Job Type: Hourly: $25.00 - $50.00

Video Editing Content Writing Screencasting Video Education Explainer Video