Event Specialist

Description:

Location: Fort Lauderdale – HQ

FLSA Classification: Exempt

Who We Are

At Sound Income Group, our mission is to help independent financial professionals and their clients thrive, especially those approaching or in retirement. We provide a full suite of resources across financial education, investment strategies, marketing, and practice management to support long-term success.

We foster a collaborative, performance-driven culture rooted in integrity, innovation, and service. If you’re enthusiastic about making a measurable impact in the financial services space, we invite you to grow with us.

Position Summary

The Event Specialist at Sound Income Group plays a critical role, serving as the primary owner in the successful planning and execution of high-quality events that support advisor engagement, brand visibility, and business growth. This role is responsible for coordinating logistics, vendors, timelines, and internal communication to ensure events are delivered smoothly and consistently. Continuous evaluation and process improvement are key components of this position to enhance efficiency, attendee experience, and overall return on investment.

Key Responsibilities

• Coordinate and oversee all aspects of event planning and execution, managing timelines, logistics, and budgets to ensure approximately 15 events annually are delivered on time, within scope, and within budget.
• Manage vendor and venue coordination, including researching and sourcing new partners, conducting site visits, maintaining strong relationships, and maintaining a comprehensive database of vendors, venues, and industry contacts.
• Collaborate closely with internal teams, including marketing, recruiting, coaching, and key stakeholders, to define event requirements, ensure alignment, and maintain clear communication throughout the planning process.
• Ensure all events comply with legal, insurance, health, and safety requirements and adhere to company standards.
• Provide on-site event coordination and support, proactively troubleshooting issues, and overseeing event breakdown to ensure a smooth and professional experience.
• Follow established event processes and contribute to the documentation, refinement, and continuous improvement of event SOPs.
• Analyze post-event feedback, data, and outcomes to identify opportunities to enhance event processes, attendee experience, vendor performance, efficiency, and overall ROI.

Requirements:

Must-Have Qualifications

Industry Experience

• Minimum of 3 years of experience in event planning or coordination.

Background and Education:

• Bachelor’s degree in Communications, Event Management, or a related field.
• Experience in marketing, public relations, or related fields is a plus.
• Flexibility to travel domestically and internationally as required.

Physical & Work Environment Requirements

• Ability to work for extended periods at a desk using a computer.
• Ability to lift up to 10 pounds if/when necessary.
• Routine use of telephone and email.
• Office-based role with potential travel to conferences, events, and satellite offices as needed.

Benefits

We’re proud to offer a comprehensive benefits package that supports your professional and personal well-being, including:

• 100% employer-covered medical benefits and HRA account
• Dental & vision plans
• Generous PTO + 10 NYSE company holidays per year
• 401K with company match program
• Free onsite parking
• Company-provided laptop and required technology
• Access to an on-site gym (free of charge)
• Weekly vehicle detailing (at additional cost)

The duties and responsibilities described in the above job description are not a comprehensive list. Additional tasks may be assigned to the employee from time to time; or the scope of the position may change as necessitated by company demands and/or industry standards.

Sound Income Group is an E-Verify employer.

Sound Income Group is an equal opportunity employer that complies with all applicable federal, state, and local laws, rules and regulations. It is our policy to employ and promote qualified candidates without discrimination on the basis of race, color, sex, age, origin, sexual orientation, marital status, disability or any other characteristic protected by law. Our hiring decisions are based solely on merit, qualifications and business needs.