Copywriter - Financial Services

Description:

At RFG Advisory, words move people—and we’re hiring a Copywriter who can turn insight into action. You’ll shape our brand voice, build high-performing content across B2B (corporate) and B2C (advisor) audiences, and level up our search footprint with AEO/SEO and AI-powered workflows.

Please note, this role requires prior experience in financial services. Only applicants with relevant experience will be considered.

Location

• This position is located in Birmingham, AL. We offer a hybrid schedule 3 days in-office, 2 days remote.
• Remote work will be considered for the right candidate. If remote, occasional travel to Birmingham will be required.

What You’ll Do

Content Creation & Strategy

• Own and evolve the RFG Writing Style Guide to ensure clarity, consistency, and brand alignment.
• Develop high-impact content across formats: website pages, blogs, emails, social media, ads, brochures, presentations, video/podcast scripts, and more.
• Collaborate with design, marketing, and leadership to turn strategy into polished, high-performing assets.

SEO & Organic Growth

• Lead AEO/SEO strategy: build topic maps, conduct keyword and intent research, and optimize on-page elements (titles, meta, schema).
• Improve visibility across search engines and answer engines (e.g., People Also Ask, AI Overviews, Featured Snippets).

Editorial Operations

• Manage content calendars and coordinate with B2B and Advisor Marketing teams.
• Align content with HubSpot campaigns, KPIs, and broader marketing goals.

AI-Enhanced Writing

• Draft elite AI prompts and maintain custom GPT instructions to generate repeatable, on-brand content.
• QA AI-generated outputs and fine-tune tone, voice, and structure.

Compliance Collaboration

• Package content for compliance review and partner with the compliance team to ensure fast, accurate approvals.

Analytics & Optimization

• Partner with analytics and vendor teams (HubSpot, GA4, Search Console) to monitor performance and evolve the content roadmap.

Key Workstreams

• Corporate/B2B: Thought leadership blogs, market insights, case studies, event kits, capabilities collateral, and WordPress/Yoast website updates.
• Advisor/B2C: Pathfinder content, brand guides, microsites, and advisor-deployable assets.
• Search & Reporting: Organic performance analysis and roadmap evolution.

Why RFG

At RFG, you won’t just write—you’ll lead with a servant heart, iterate to excellence, and execute relentlessly. Your work will have visible impact every day. Join a team that values innovation, collaboration, and purpose-driven growth.

Benefits & Perks

• Competitive salary + performance bonus
• Generous PTO, paid holidays, and a charitable service day
• Health, dental, vision with RFG stipend; FSA/HSA options
• Lifestyle Spending Account
• Pet Insurance
• 401(k) with Safe Harbor contribution
• Paid parental leave; STD/LTD; life insurance
• Surface Pro + home office setup
• Professional development
• Loads of RFG Advisory swag

About RFG Advisory

At RFG Advisory, we’re building the RIA of the Future, empowering growth-minded Independent Advisors to scale their businesses without compromise. We deliver to our Advisor partners a fully integrated, award-winning platform and a vibrant culture of collaboration, innovation, and execution.

We remove friction so Advisors can focus on what matters most: building meaningful relationships and growing enterprise value. From strategic marketing and flexible talent solutions to modern technology, concierge-level Investment Management, and transition support, we deliver everything Advisors need to grow on their terms.

But we’re not just here to support Advisors. We take care of each other first. We’re here to empower people like you: smart, passionate, curious A-players who want to do great work with a team that’s got their back.

Our culture is high energy, all-in, awesome. We show up with servant heart and growth mindset. We iterate to excellence, lead boldly, and commit to getting 1% better every day. We value action over talk, ideas over hierarchy, and impact over ego.

Here, your ideas matter. Your growth matters. And your work contributes to something real. If you’re driven to build, ready to collaborate, and energized by possibility, you’ll fit right in.

Let’s build something great, together.
www.RFGadvisory.com/awards

Requirements:

What You Bring

• 3+ years of copywriting/content experience (financial services a plus).
• Pro-level writing/editing with a sharp eye for structure, clarity, and voice.
• SEO/AEO fluency: keyword research, search intent, on-page optimization, schema basics, SERP/AI-overview strategies, and measurement.
• AI excellence: strong ChatGPT prompting, iteration, chain-of-thought planning, and guardrails to ensure brand-safe outputs.
• Ability to translate complex ideas into simple, compelling stories for multiple audiences.
• Strong collaboration and project-management skills; calm under tight deadlines.

Bonus Points

• WordPress/Yoast, HubSpot, GA4, Search Console familiarity.
• Experience with compliance workflows.
• A/B testing chops and content performance optimization.
• Experience with AEO graders.