Job Overview
Employment Type
Part-time
Compensation
Type:
Hourly
Rate:
Range $20.00 - $25.00
Benefits
Part time schedule
Competitive hourly pay
Professional development opportunities
Collaborative team environment
Networking opportunities
Career advancement potential
dynamic work environment
Job Description
Strittmatter Wealth Management Group, LLC (SWMG) is a boutique financial planning and investment firm located in Fort Worth, Texas. Founded in 2007, the company specializes in retirement planning, investment management, and business planning. As an independent investment firm, SWMG distinguishes itself by offering unique investment options that many other firms do not provide. These include alternative investments, private real estate portfolios, and access to world-class institutional managers. This commitment to providing diversified and innovative financial solutions helps clients realize their wealth dreams, live their purpose, and create fulfilling legacies.
SWMG prides itself on a client-first philosophy, always prioritizing cli... Show More
SWMG prides itself on a client-first philosophy, always prioritizing cli... Show More
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 Qualifications
- 3+ years of experience in event planning
- marketing and sales training
- strong communication skills
- experience in event management, hospitality, marketing or related field
- proven experience as an event specialist or similar role
- excellent organization and time management skills
- professional public speaking and presenting skills
- ability to work independently and collaboratively within a team
- personable, professional and courteous demeanor
- creative thinker with keen eye for details
- ability to work under pressure and meet tight deadlines
- problem solver under pressure
- provide a high level of client service in a calm, courteous and professional manner
Job Duties
- Plan, coordinate and attend seminars, webinars, classes and client events located in and around Fort Worth, TX
- create professional events with the 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
- work Tuesday and Thursday evenings and Friday afternoon weekly with 2-3 weekends a year
- film and photograph events
- post ads on social media for events and track results
- post event photos and engagements to social media
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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