Wealth Management Digital Marketing Strategy

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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 years to come. Key areas of focus include: A full-spectrum marketing strategy tailored to the wealth management/financial services industry Branding and creative direction (voice, tone, visual identity) Digital presence: LinkedIn, Instagram, Google Ads, SEO Strategic podcast or video content planning Lead-gen systems with nurturing campaigns Landing pages and interactive funnels (e.g., downloadable brochure gated behind form submission) Implementation support and performance tracking Ideally, we're looking for someone who has prior experience working with financial advisors, RIAs, or other finance/wealth firms, and understands the industry’s unique compliance and client engagement needs. If this sounds like you, we’d love to talk more. Please share some relevant past work or strategies you've led. Looking forward to hearing from you!

Keyword: Social media

Price: $15.0

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