About Us

We are a leading web design and digital marketing agency, focused on serving independent financial advisors in the United States. We refuse to create "pretty but useless" websites. Instead, we build high-converting sites that transform financial advisors' businesses. As a nimble team of creative problem-solvers who take pride in EXCEPTIONAL service, communication and WORLD CLASS design execution. That's where you come in 🙂

The Role: Designer

We're looking for someone who can grow into leading our design team. You'll start by executing website designs based on brand direction the lead designer provides, then gradually take on more responsibility as you prove your skills. This isn't just about making things look good - it's about creating designs that convert, building brands that stand out in finance, and ensuring every pixel serves a purpose in our clients' success. The goal is for you to eventually handle all design work for our recurring clients and take ownership of complete brand projects for new clients who trust us with their business. This progression will free up the lead designer to focus on Design Visions, milestone calls, and strategic oversight while you own the day-to-day execution.

What You'll Actually Do Day-to-Day

Design websites that convert visitors into clients for financial advisors
Create brand assets, logos, and marketing materials
Design landing pages, ads, and print materials for client campaigns
Turn client feedback into updated design files
Organize and manage design files and brand assets
Ensure all design tasks are completed when due
Prepare design files for developer handoff with specs and assets
Collaborate with copywriters to match designs with messaging
Collaborate with lead designer on brand direction and design strategy
Communicate with Project Manager about task progress and due dates
Update existing client websites and marketing materials
Follow our design process from concept to delivery
Work within project budgets and timelines
Improve design systems and processes using AI to maintain efficiency

Outcomes You’ll Be Responsible For

Deliver High-Converting Website Designs: Create website designs that prioritize conversion optimization and user experience, not just aesthetics.

Maintain Brand Consistency Across All Touchpoints: Ensure all client branding materials maintain visual consistency and professional standards across web, print, and digital assets.

Execute Design Projects On Time and Within Scope: Complete all design deliverables according to project timelines while maintaining our quality standards.

Collaborate Effectively with Development Team: Create designs that are both visually stunning and technically feasible, working seamlessly with our developers.

Elevate Client Brand Positioning: Design solutions that help independent financial advisors stand out from competitors and establish authority in their market.

Integrate AI Tools Strategically: Leverage AI design tools to enhance efficiency while maintaining the strategic thinking that drives conversions.

Review and Approve All Visual Assets: Ensure every design element that goes live meets our "world-class" standard before client delivery.

Provide Design Direction and Feedback: Guide design decisions across projects and mentor other team members on design best practices.

What You'll Learn

Hands-on experience designing for high-ticket service businesses
Conversion-focused design principles that actually drive results
Advanced branding strategies for competitive financial services market
Strategic use of AI tools in design workflows
Remote creative leadership in a culture that predates COVID
Client communication skills specific to design feedback and revisions

This Job is FOR YOU If…

You're obsessed with the details that separate good design from great design
You understand that every design decision should serve a conversion purpose
You're COMFORTABLE defending your design choices with strategic reasoning
You LOVE creating systems and maintaining visual consistency across projects
You find satisfaction in seeing your designs actually improve client business results
You're comfortable pushing back when a client requests changes that hurt conversion
You're driven to create solutions that are both beautiful AND functional
You take ownership of the entire visual experience without needing constant oversight
You get excited about being part of a team that celebrates wins together! 🚀
You're already experimenting with AI tools but know they can't replace strategic thinking

This Job is NOT FOR YOU If…

You see design as just making things "look pretty" without considering business impact
You get defensive when clients or team members provide design feedback
You shy away from explaining WHY a design choice will help or hurt conversions
You see design as pure art rather than strategic business communication
You get overwhelmed managing multiple design projects
You need someone else to quality-check your work before it goes to clients
You prefer working in isolation rather than collaborating with a team
Remote creative collaboration doesn't come naturally to you
You're not curious about learning new tools and staying current with design trends

Required Skills & Attributes

Mastery of Adobe Creative Suite (specifically XD, Illustrator, InDesign, Photoshop)
3-5 years of professional design experience in web design, branding, and digital marketing
Strong understanding of UX/UI principles and conversion-focused design
Experience with responsive web design and mobile-first thinking
Branding expertise including logo design, style guides, and brand systems
Print design capabilities for lead magnets and marketing materials
Exceptional communication skills and mastery of the English language
Strategic thinking about how design impacts user behavior and business results
Self-driven leadership style with ability to manage multiple projects independently

The Tech Stack You'll Use

Adobe Creative Suite (XD, Illustrator, InDesign, Photoshop)
Adobe XD for design (though we're open to transitioning to Figma for better collaboration)
ClickUp for project management and design task tracking
Loom for design presentation and feedback
Slack, Zoom for team communication
Google Workspace for file sharing and collaboration

What We Offer

Fully remote
Comprehensive training program
Competitive compensation
Weekly team meetings where we celebrate wins and support each other 🎉
Opportunity to shape and improve business processes
Help influence our company and culture

What The Training Process Will Look Like:

By the end of the first week, you'll learn our unique approach to conversion-focused design, understand our brand guidelines, and get introduced to our design process. You'll see how our design philosophy drives real business results for independent financial advisors.

On day #1, you'll review our top-performing website designs and analyze what makes them convert. You'll watch recordings of client design presentations and brand strategy sessions. You'll share five design insights you learned and suggest five improvements via a Loom video.
On day #2, you'll learn your way around our design tools and file organization systems. You'll get set up with our Adobe Creative Suite templates and understand our design asset management process.
On day #3, you'll learn how we translate client messaging into visual design direction. You'll understand our design kickoff process, how design briefs are created from copywriter input, and how Design Visions are developed. You'll watch recordings of brand strategy sessions and see the connection between messaging and visual execution. You'll share five design insights you learned and suggest five improvements via a Loom video.
On day #4, you’ll review 5 websites we designed and identify specific ways our vision and mission comes through in the designs of our client websites and send a loom video of the 5 things we did well on each site and 5 things we can improve upon.
By day #5, you'll understand our project file structure, design approval process, and how to organize assets for easy developer handoff. You'll know how to locate and update our design templates and style guides.

By the end of the second week, you'll understand how we collaborate on design projects - the lead designer will handle initial brand direction and milestone calls while you focus on executing the bulk of website design work. You'll learn our handoff process and how to interpret brand direction into conversion-focused web designs.

By the end of week three, you'll be ready to take on your first complete website design project based on brand direction provided. You'll understand our quality standards and be able to handle the design-to-development handoff process for asset delivery.

Two months from now, you'll be confidently executing full website design projects while the lead designer focuses on brand strategy and direction. You'll own the design-to-dev handoff process and ensure smooth asset delivery to our development team.

Three months from now, you'll be independently handling all design projects for our recurring clients - from website updates and landing pages to print designs and ad creative. You'll be managing the full design lifecycle for existing client relationships and potentially taking on complete brand projects for new clients.

Application Process

To apply for this position, please:

Submit your resume and portfolio showcasing conversion-focused web design and branding work using the form
Include a cover letter explaining why you're the ideal candidate for this role
Include a 3-5 minute Loom video introducing yourself and discussing a design project you've executed successfully
⭐ Bonus: Demonstrate your AI tool knowledge - briefly explain how you currently use or plan to use AI in your design workflow

Join us in our mission to be the most referred web design agency in the finance niche, delivering exceptional results for our clients and growing a thriving business! We're building something special here. 🎯

Designer (Remote) - Web Design Agency Specializing in Finance