Responsibilities

• Ensuring all deadlines for events are being met ie. Invitations, social media posting, email blasts, booking a securing venue
• Build HubSpot forms, design, and execute e-blast invitations for client events
• Serve as lead contact on site including problem solving, communicating with staff, vendors and customers and anticipating and planning for different scenarios that could arise
• Ensure all necessary equipment, technology, supplies, decor and promotional materials are transported to the facility and set up on time
• Welcome and register all guests
• Liaise with event sponsors and clients to accurately identify their needs and ensure customer satisfaction during the event.
• Book appointments at public seminars, including possessing a strong working knowledge of the company to further these sales opportunities
• Provide presentation feedback to Advsiors
• Break down and clean event space at event conclusion and ensure all supplies, technology, decor and equipment are transported back to company headquarters and neatly stored for future events.
• Manage all aspects of the guest rsvp process, including responding to and tracking all event RSVPs.

Requirements

• Bachelor’s degree in Finance, Business, or related field preferred
• 2+ years of experience in financial services or wealth management
• Experience with financial planning tools such as eMoney strongly preferred
• Familiarity with retirement account types (Traditional, Roth, SEP, SIMPLE IRAs) required
• Experience reviewing tax returns and applying insights to financial planning is a plus
• Strong client service and communication skills
• High attention to detail and accuracy in both operational and analytical work
• Ability to balance client interaction with transactional and analytical responsibilities
• Strong problem-solving and critical thinking abilities
• Proficiency with Salesforce CRM system, Black diamond portfolio management, and Microsoft Office

Preferred

• CFP® certification or actively pursuing CFP® designation preferred
• CPA designation a plus

Benefits

• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses