Wealth Enhancement Group
About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.
Visit www.wealthenhancement.com for more information.
We are looking for an
Event Marketing Coordinator
to play a key role in our firm’s growth by supporting the planning and execution of events across the country. This role will support our Marketing and Partner Programs teams with planning, development, and execution of educational seminars, tradeshows, conferences, and networking and hospitality events.
In the spirit of pay transparency, we are excited to share the base salary range for this position is
$65,000.00 to $80,000.00 , exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
This is a remote role, however priority will be given to candidates who meet the following criteria:
Located in the Colorado area (ideally Denver)
Able to travel 50% of the time for events
Event Planning and Execution (60%)
Support all aspects of networking and hospitality events.
Research and secure venues, approve menus, and develop seating plans.
Communication with speakers, advisor teams, and event staff.
Prepare and ship event materials such as nametags, collateral, and technology.
Main point person at events: ensure smooth operation with the venue, in addition to onsite event staffing, greet attendees, manage speakers and perform all follow up reporting.
During and post-event: encourage attendees to partner with Wealth Enhancement on their financial planning needs.
Coordinate Promotional Schedule For Events (20%)
Drive attendance for events, while executing them on-time and on-budget.
Collaborate and drive strong relationships with key contributors.
Coordinate various marketing tactics including direct mail, email, radio, and social media to drive event attendance.
Comprehensive project management including the use of Wrike, our project management and collaboration software.
Proofing, routing and version control of marketing materials.
Maintain event budgets and process invoices.
Prepare Regular Reporting on Event Results (20%)
Prepare regular and proactive status updates.
Manage event details in Salesforce to ensure proper results tracking.
Coordinate data entry with Operations team post-event.
Keep open lines of communication with internal sales team to capture feedback.
Research, recommend and implement event activities as needed to deliver on “best in class” standards and to further improve efficiencies.
Education/Qualifications
Four-year degree in marketing or related field
2 years of event marketing experience
Project management experience
Ability to prioritize workflow and projects
Well-organized with excellent multi-tasking abilities
Polished, excellent communication and interpersonal skills
Readiness to adapt to new processes and technologies
Good problem-solving skills, willingness to dig into issues and present possible solutions
Innovative thinking and resourceful
Ability to be flexible and to collaborate as part of a growing, cross-functional team
High level of comfort with technology, including registration technology and A/V set-up
Knowledge of Microsoft Office, particularly Excel
Ability to travel 50%
To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Coordinator level is $$58,300.00 to $81,600.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700.
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters.
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
#J-18808-Ljbffr
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.
Visit www.wealthenhancement.com for more information.
We are looking for an
Event Marketing Coordinator
to play a key role in our firm’s growth by supporting the planning and execution of events across the country. This role will support our Marketing and Partner Programs teams with planning, development, and execution of educational seminars, tradeshows, conferences, and networking and hospitality events.
In the spirit of pay transparency, we are excited to share the base salary range for this position is
$65,000.00 to $80,000.00 , exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.
This is a remote role, however priority will be given to candidates who meet the following criteria:
Located in the Colorado area (ideally Denver)
Able to travel 50% of the time for events
Event Planning and Execution (60%)
Support all aspects of networking and hospitality events.
Research and secure venues, approve menus, and develop seating plans.
Communication with speakers, advisor teams, and event staff.
Prepare and ship event materials such as nametags, collateral, and technology.
Main point person at events: ensure smooth operation with the venue, in addition to onsite event staffing, greet attendees, manage speakers and perform all follow up reporting.
During and post-event: encourage attendees to partner with Wealth Enhancement on their financial planning needs.
Coordinate Promotional Schedule For Events (20%)
Drive attendance for events, while executing them on-time and on-budget.
Collaborate and drive strong relationships with key contributors.
Coordinate various marketing tactics including direct mail, email, radio, and social media to drive event attendance.
Comprehensive project management including the use of Wrike, our project management and collaboration software.
Proofing, routing and version control of marketing materials.
Maintain event budgets and process invoices.
Prepare Regular Reporting on Event Results (20%)
Prepare regular and proactive status updates.
Manage event details in Salesforce to ensure proper results tracking.
Coordinate data entry with Operations team post-event.
Keep open lines of communication with internal sales team to capture feedback.
Research, recommend and implement event activities as needed to deliver on “best in class” standards and to further improve efficiencies.
Education/Qualifications
Four-year degree in marketing or related field
2 years of event marketing experience
Project management experience
Ability to prioritize workflow and projects
Well-organized with excellent multi-tasking abilities
Polished, excellent communication and interpersonal skills
Readiness to adapt to new processes and technologies
Good problem-solving skills, willingness to dig into issues and present possible solutions
Innovative thinking and resourceful
Ability to be flexible and to collaborate as part of a growing, cross-functional team
High level of comfort with technology, including registration technology and A/V set-up
Knowledge of Microsoft Office, particularly Excel
Ability to travel 50%
To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Coordinator level is $$58,300.00 to $81,600.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:
Training and professional development
Medical, dental and vision coverage (Available to employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700.
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters.
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
#J-18808-Ljbffr