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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $65,000.00 - $75,000.00
Work Schedule
Weekend Shifts
Benefits
Pay: $65,000.00 - $75,000.00 per year
401(k) matching
Dental Insurance
Health Insurance
Life insurance
Paid Time Off
Vision Insurance
Job Description
Strittmatter Wealth Management Group, LLC is a boutique financial planning and investment firm based in Fort Worth, Texas. Established in 2007, the firm specializes in retirement planning, investment management, and business planning. Known for its unique investment opportunities, Strittmatter offers clients access to alternative investments, private real estate portfolios, and world-class institutional managers, setting itself apart from traditional investment firms. With a strong commitment to delivering a best-in-class client experience, the company fosters a professional, collaborative, and growth-oriented culture that supports both client success and employee development.
The position of Events Planning Lead at Strittmatter Wealth Management Group i... Show More
The position of Events Planning Lead at Strittmatter Wealth Management Group i... Show More
Job Requirements
- Minimum of three years of experience in event planning or event management
- Availability to work Tuesday and Thursday evenings for scheduled events
- Highly motivated, detail oriented, and results driven
- Excellent verbal and written communication skills
- Ability to remain calm under pressure while meeting tight deadlines
- Strong problem-solving skills
- Professional, personable, and courteous in all interactions
- Exceptional organizational and time management skills
Job Qualifications
- The ideal candidate is highly personable, engaging, and exceptionally organized, with the ability to manage multiple moving parts while maintaining a polished and professional presence
- This individual must demonstrate the highest level of integrity and have a proven reputation for putting clients first in every interaction
- Minimum of three years of experience in event planning or event management
- Formal or practical training or experience in marketing and sales strategies
- Highly motivated, detail oriented, and results driven
- Prior experience in event management, hospitality, marketing, or a related field
- Demonstrated success as an event specialist or similar leadership role
- Excellent verbal and written communication skills
- Creative thinker with strong attention to detail
- Ability to remain calm under pressure while meeting tight deadlines
- Strong problem-solving skills in fast paced environments
- Professional, personable, and courteous in all interactions
- Confident public speaking and presentation abilities
- Exceptional organizational and time management skills
- Commitment to delivering a high level of client service in a composed and professional manner
- Ability to work independently while collaborating effectively within a team environment
- Events management: 3 years (Required)
Job Duties
- Plan, coordinate, and attend seminars, webinars, educational classes, and client appreciation events throughout the Fort Worth area
- Lead and manage the events team to ensure seamless execution and consistent brand standards
- Confirm and schedule event attendees using approved call scripts and follow up processes
- Troubleshoot and resolve issues that arise before, during, and after events
- Drive conversion of event attendees into scheduled prospective client appointments
- Engage attendees in meaningful conversations and build rapport quickly and professionally
- Process post event evaluation forms and accurately input data into the CRM system
- Schedule qualified attendees for complimentary consultations with advisors
- Track and report weekly KPIs using spreadsheets and internal reporting tools
- Manage a high-volume calendar of more than 150 events annually
- Maintain availability for Tuesday and Thursday evening events, Friday afternoon events, and two to three weekends per year
- Photograph events using an iPhone and maintain organized photo records
- Create and post event promotions on social media platforms and track performance metrics
- Publish event photos and engagement highlights across social media channels
- Availability to work Tuesday and Thursday evenings for scheduled events
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
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