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Event Planning Associate
Event Planning AssociateSWMG • Fort Worth, TX, US
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Event Planning Associate

Event Planning Associate

SWMG • Fort Worth, TX, US
5 days ago
Job type
  • Full-time
Job description

Event Planning Associate

Fast growing financial planning and investment management firm is looking for an Event Planning Associate. This extraordinary person would be extremely personable, charming, and well organized. They should exhibit the highest integrity and a reputation for putting the client first. If this is you, please read further...

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique financial planning and investment firm located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estate portfolios and access to world class Institutional Managers.

Job Duties and Responsibilities

  • Plan, coordinate and attend seminars, webinars, classes and client events located in and around Fort Worth, TX
  • Create professional and events with our Events Team
  • Confirm and schedule attendees using scripts
  • Schedule attendees for complimentary consultations
  • Introduce the speaker before each event using a script
  • Problem solve during events
  • Drive conversions of attendees to scheduled prospects
  • Talk with attendees and build rapport quickly
  • Process post event Evaluation Forms and input into CRM software
  • Track KPIs weekly using spreadsheets
  • Tuesdays and Thursdays evenings and Friday afternoon weekly. 2-3 weekends a year
  • Film and photograph events
  • Post ads on social media for events and track results
  • Posting event photos and engagements to social media

Job Requirements

  • 3+ years of experience in event planning
  • Marketing and Sales training
  • Tuesday and Thursday evenings available for events
  • United States citizen
  • 3 References

    • Job Skills Required

  • Extroverted
  • Highly motivated and detail-oriented
  • Prior experience with event management, hospitality, marketing, or a related field
  • Proven experience as an event specialist or similar role
  • Excellent communication skills
  • Creative thinker with keen eye for details
  • Ability to work under pressure, and meet tight deadlines
  • Problem solver under pressure
  • Personable, professional, and courteous
  • Professional public speaking and presenting skills
  • Excellent organization and time management skills
  • Detail oriented to ensure quality standards are met
  • Provide a high level of client service in a calm, courteous and professional manner
  • Ability to work independently as well as collaboratively within a team environment

    • Software Used

  • Microsoft Office (Word, Excel, Powerpoint, Outlook)
  • CRM (Redtail)
  • Microsoft Teams
  • Google Suite (Docs, Sheets)
  • Zoom
  • Facebook
  • Instagram
  • LinkedIn

    • Mission Statement

  • Always putting clients first, helping them realize their wealth dreams, live their purpose, and create a fulfilling legacy. We do this through creating rewarding advancement opportunities for our team so they can achieve their purpose, contribute to the success of many, and make a difference in the lives of our clients and the communities we serve.

    • Company Goals

  • Grow revenue by 30-50% per year
  • Grow sales force by 50% per year
  • Expand offering to new verticals each year
  • Provide advanced planning strategies to high net worth clients

    • Company Values

    To learn more about our company values, go to https : / / strittmatterwealth.com / about / our-values /

    Why Strittmatter Brochure

    To learn more about what Strittmatter has to offer, download our Why Strittmatter For My Career Brochure at : https : / / strittmatterwealth.com / wp-content / uploads / 2024 / 06 / WHY-SWMG-Careers-web_compressed.pdf

    We look forward to meeting you!

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