Strittmatter Wealth Management Group, LLC.
Event Planning Associate
Strittmatter Wealth Management Group, LLC., Fort Worth, Texas, United States, 76102
Job Title
Event Planning Associate
Location Fort Worth, TX
Employment Type Part Time: Tuesdays and Thursdays evenings from 4-9 and Friday afternoons from 11-5 weekly. 2 weekends a year.
Compensation $20-25 per hour (based on experience)
Dress Code Business Professional
Application Email an introduction video stating why you are interested in the position as well as your resume to
careers@strittmatterwealth.com .
About the Role Do you have a passion for creating memorable and seamless experiences? Are you looking for an exciting career in event planning?
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...
Why Strittmatter? 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. For more information about our firm visit
stritttmatterwealth.com .
Job Duties and Responsibilities
Plan, coordinate and attend seminars, webinars, classes and client events located in and around Fort Worth, TX
Create professional 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
Schedule 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
Post 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 detailsAbility 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!
#J-18808-Ljbffr
Location Fort Worth, TX
Employment Type Part Time: Tuesdays and Thursdays evenings from 4-9 and Friday afternoons from 11-5 weekly. 2 weekends a year.
Compensation $20-25 per hour (based on experience)
Dress Code Business Professional
Application Email an introduction video stating why you are interested in the position as well as your resume to
careers@strittmatterwealth.com .
About the Role Do you have a passion for creating memorable and seamless experiences? Are you looking for an exciting career in event planning?
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...
Why Strittmatter? 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. For more information about our firm visit
stritttmatterwealth.com .
Job Duties and Responsibilities
Plan, coordinate and attend seminars, webinars, classes and client events located in and around Fort Worth, TX
Create professional 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
Schedule 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
Post 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 detailsAbility 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
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!
#J-18808-Ljbffr