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Investment Copywriter (2019-8275)

San Mateo, CA, United States


Job Description


Are you a passionate writer looking to drive copywriting projects from start to finish for an industry-changing firm? The Investment Copywriter position in our Content group offers an excellent opportunity to educate US and international investors through compelling marketing copy and multimedia about investments, financial concepts and Fisher’s market philosophies. You’ll own writing projects that require deep research into financial topics—which you get to translate into impactful copywriting and editing. You'll work on a closely knit Content team and regularly collaborate with Marketing, Legal and Compliance, Research and others across the firm. Feel rewarded in this challenging opportunity as you help shape Fisher Investments’ brand, voice and value proposition for our prospective clients. If you are thoughtful, inquisitive and passionate about developing creative marketing solutions that drive business results, we want to hear from you!


The Day-to-Day:

  • Manage our US and International marketing brochure creation process from ideation to channel delivery and localization
  • Work independently and with vendors to draft SEO web copy from scratch on a variety of financial services topics
  • Research unfamiliar financial topics leveraging online and firm resources
  • Manage the content creation process and, working with internal resources and outside vendors
  • Produce engaging content that adheres to tone and voice standards, and is consistent with firm views on investing topics
  • Generate ideas for marketing, draft outlines and work independently and with graphic designers to create full marketing offers
  • Adhere to content standards and the editorial review process
  • Write, structure and rework content based on business requirements
  • Edit for clarity, grammar, spelling, consistency and accuracy with rigorous attention to detail adhering to SEO standards
  • Rewrite and redesign old marketing offers to make them relevant and impactful
  • Monitor industry news channels for trending topics and make recommendations for new content development
  • Identify inefficient procedures, practices, and business and information structures, and own the efficiency improvement process
  • Collaborate with designers to turn copy into impactful multimedia (e.g. video, infographics, animations, etc.)
  • Use and love—or learn to love—em dashes


  • Proven experience writing effective marketing copy
  • Deep grasp of capital markets concepts including basics on modern portfolio theory, how different asset classes work and the different players in the investment management industry
  • Experience working in financial services in any capacity
  • Extreme attention to detail
  • Love of the English language
  • SEO writing experience preferred
  • Experience with Adobe creative suite a plus

Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

  • 100% coverage of premiums for health, vision and dental insurance
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO*, plus 9 paid holidays
  • 8 week paid Primary Caregiver Parental Leave
  • And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.


But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.


* California employees accrue up to 17 days of PTO and 3 days of sick time per year.




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