Planner, Conference and Events

Commonwealth Financial Network is a well-established, reputable financial services firm dedicated to empowering independent financial advisors with a comprehensive suite of business solutions. Founded in 1979, the company has grown significantly and now operates with headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. Commonwealth prides itself on fostering an environment of excellence, growth, rewards, and fun, making it a highly desirable place to build a career. The company values work-life balance, offering generous bonus and 401(k) programs, tuition reimbursement, and flexible work schedules. Notably, their Community department supports a hybrid work arrangement, allowing employees to work from home on Wednesdays and Fridays, contributing further to employee well-being and satisfaction. Commonwealth is committed to creating a diverse, inclusive, and welcoming workplace, actively sourcing talent from all backgrounds and promoting equal employment opportunities. The firm's focus on safety and integrity during the hiring process reflects its respect for prospective employees and the trust it builds with its workforce.

This role is an exciting opportunity to join Commonwealth's Conference and Events team as a Planner. This position is ideal for a personable, professional individual who pays close attention to detail and thrives in a fast-paced, dynamic environment. The successful candidate will be responsible for leading the full lifecycle of planning and executing educational and invitational conferences and special events. Responsibilities include managing timelines, budgets, logistics, vendor relationships, and attendee experience to create impactful and brand-aligned event experiences. Collaboration is a key component of this role, with the planner serving as a primary contact for advisors and stakeholders while working closely with internal departments to ensure cohesive and timely program delivery. The candidate will also provide guidance and mentorship to junior team members, underscoring the team-oriented nature of the company’s culture.

With a salary range of $90,800 to $108,800 per year, this role offers growth in responsibility and scope, enabling the successful individual to develop professionally within a supportive and ambitious environment. Commonwealth seeks someone who is a strong project manager with excellent communication and negotiation skills, able to juggle multiple priorities and remain calm under pressure. Proficiency in event technology platforms such as Cvent and robust organizational skills are essential. A willingness to travel up to 25 to 30 percent rounds out the robust profile needed to thrive in this position. For individuals passionate about creating signature events that align with business strategies while fostering meaningful relationships, this role presents a compelling career path in a company that values its people and their contributions.