Growth & Events Relationship Manager

A growing independent retirement planning firm in Wisconsin seeks an organized individual to plan and execute educational seminars and client events. The role demands strong follow-up with prospects and maintaining CRM records. Ideal candidates are friendly and proactive, with experience in event planning or outreach being a plus. Benefits include a 401(k) with match, healthcare, PTO, and professional development opportunities. If you're looking to drive growth and enhance client experience, let’s talk! #J-18808-Ljbffr