About the Job

Are you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor? Are you looking for an opportunity to utilize superior marketing and event skills and work directly with clients and prospective clients on a daily basis? Would you enjoy working for a growing, prestigious company in a fun, team environment?

At Strategic Wealth Designers we are a close-knit company looking for the right person to complement our team. We love working with people who bring a great attitude to work every day. This person will be the warm welcome for all our clients and prospects at our events and in the office. We desire an experienced, patient, organized and efficient person who is willing to exceed expectations at any level of task and driven to develop a strong working relationship with our growing team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Our candidate is articulate, pleasant, dependable and desires an exceptional work culture.

Job Description

The purpose of this position is to engage and create excellent events for our financial services company as we present to prospective clients throughout the US. Being confident and organized while overseeing a fast-paced environment is key.

Minimum Requirements:

• Bachelor’s Degree or equivalent industry experience

• Financial Industry experience preferred

• 2+ years working in and around live events in a fast-paced environment.

• Strong attention to detail, with excellent ability to prioritize workflow.

• Strong experience with MS Office Suite and the ability to learn new software quickly

This position requires that you possess the following skills:

• Strong organizational skills

• Excellent communication both written and verbal

• Excel at making things fun and inviting for our guests

• Proactive in executing tasks and events as opposed to reactive

Responsibilities/Tasks:

The Events Coordinator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for successful meetings after the events have happened. Other daily, weekly, and/or monthly tasks may include:

• Making reminder calls for events in a welcoming. friendly manner

• Oversee setup and execution of events each month

• Input notes into CRM and keep updated

• Coordinate and follow up on each event with the rest of the marketing team

• Maintain a flexible schedule based on events scheduled each month

• Maintain professional communication with clients and staff

• Be willing to help in another department as needed

• Assist other marketing efforts in other cities as needed

• Act as a phone back-up to other office personnel for phone coverage

Because our environment is fast-paced and we are an innovative and growing company, all of our team members demonstrate the ability to complete tasks with little or no supervision.

We are a full-service financial firm specializing in those near or in retirement. We thrive on success and reward hard work. We love to exceed expectations for both our clients and those who work for us. Expect to work hard and have a lot of fun in the process. We are unlike any company you have worked for before.

Position Details

Commitment:

• 40-hour workweek, typically Monday through Friday. Additionally, you will be expected to work 6-8 weeknights per month, with events typically wrapping up around 9:00 PM. Up to 4 of these events may involve out-of-market travel. Each week you have an event, you will receive that Friday off.

• Driving is a necessity, as travel is required for events.

Compensation:

Starting salary range is $52,000 to $56,000, plus full medical and dental benefits and a generous retirement benefit plan. All Holidays off, including your birthday and a few other special days within the company!

Location:

2000 W. Sam Houston Pkwy S., Suite 150, Houston, TX 77042

Want to know what we are like!~

Check out our over-the-top experiences by visiting SWDGroup.com/Careers

From Company trips to exceptional opportunities, we are confident we are unlike any company you've ever worked for before!

Strategic Wealth Designers

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Event Coordinator