Responsibilities

• Lead with purpose and partner with impact.
• Manage all aspects of marketing including digital, email, public relations, and events from conception through completion.
• Provide outstanding customer service and organize unique, memorable events of the highest quality.
• Ensure deadlines for events are met, including invitations, social media posts, email blasts, and venue booking.
• Build HubSpot forms, design and execute e-blast invitations for client events.
• Serve as lead on-site contact, solving problems and coordinating staff, vendors, and customers.
• Ensure all equipment, technology, supplies, decor and promotional materials are transported and set up on schedule.
• Welcome and register guests and liaise with sponsors and clients to meet their needs.
• Manage guest RSVP process and post-event evaluations for continuous improvement.

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.
• Strong client service and communication skills with high attention to detail.
• Proficiency with Salesforce CRM or similar tools and Microsoft Office; ability to manage multiple priorities in a fast-paced environment.
• Active Series 65 required; CFP certification or actively pursuing CFP designation preferred; CPA designation a plus.

Preferred

• CFP certification or actively pursuing CFP designation preferred.
• CPA designation a plus.
• Experience with financial planning tools such as eMoney strongly preferred.

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide).
• 401(k), health insurance, and a comprehensive benefits package.
• Opportunities for training, development, and long-term growth within the firm.
• Tuition reimbursement for qualified expenses.