Strittmatter Wealth Management Group · 9 hours ago
Events and Marketing Specialist
Fort Worth,TX,US
Full-time
Hybrid
Mid Level
$20/hr - $25/hr
3+ years expStrittmatter Wealth Management Group is a boutique Registered Investment Advisor based in downtown Fort Worth, specializing in retirement planning and investment management. They are seeking a highly organized and creative Events Specialist to coordinate professional events and enhance client experiences.
FinanceFinancial ServicesWealth Management
Responsibilities
Plan, coordinate, and attend seminars, webinars, classes, and client events in and around Fort Worth
Confirm and schedule event attendees using provided scripts and schedule complimentary consultations
Introduce speakers, manage logistics, and resolve issues during live events
Engage with attendees, build rapport, and support conversion of attendees into scheduled prospects
Process post event evaluations, input data into CRM systems, and track weekly KPIs
Manage a high-volume event calendar of 150 plus events annually
Photograph events and post event content and engagement to social media
Post and monitor event promotions on social media platforms
Qualification
Required
3+ years of experience in event planning, hospitality, or marketing
Excellent communication, interpersonal, and public speaking skills
Strong organizational skills with the ability to multitask and solve problems under pressure
Willing to report onsite to ensure events success
Outgoing and client-focused demeanor with professional presentation
Proficiency in Microsoft Office, Google Suite, CRM software, and social media platforms/channels
Flexible availability for evening and occasional weekend events
Company
Strittmatter Wealth Management Group
Strittmatter Wealth Management Group provides financial planning, investment management, and financial education services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase