SWMG LLC
SWMG
Job Title : Event Planning Associate
Subtitle : Event Planning Associate (Investment Firm)
- Position : Event Planning Associate
- Location : Fort Worth TX
- 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
- Request : If interested please email an introduction video stating why you are interested in the position as well as your resume to
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 .
Job Duties and Responsibilities
Plan coordinate and attend seminars webinars classes and client events located in and around Fort Worth TXCreate professional and events with our Events TeamConfirm and schedule attendees using scriptsSchedule attendees for complimentary consultationsIntroduce the speaker before each event using a scriptProblem solve during eventsDrive conversions of attendees to scheduled prospectsTalk with attendees and build rapport quicklyProcess post event Evaluation Forms and input into CRM softwareTrack KPIs weekly using spreadsheetsTuesdays and Thursdays evenings and Friday afternoon weekly. 2-3 weekends a yearFilm and photograph eventsPost ads on social media for events and track resultsPosting event photos and engagements to social mediaJob requirements
3 years of experience in event planningMarketing and Sales trainingTuesday and Thursday evenings available for eventsUnited States citizen3 ReferencesJob Skills Required
ExtrovertedHighly motivated and detail-orientedPrior experience with event management hospitality marketing or a related fieldProven experience as an event specialist or similar roleExcellent communication skillsCreative thinker with keen eye for detailsAbility to work under pressure and meet tight deadlinesProblem solver under pressurePersonable professional and courteousProfessional public speaking and presenting skillsExcellent organization and time management skillsDetail oriented to ensure quality standards are metProvide a high level of client service in a calm courteous and professional mannerAbility to work independently as well as collaboratively within a team environmentSoftware Used
Microsoft Office (Word Excel Powerpoint Outlook)CRM (Redtail)Microsoft TeamsGoogle Suite (Docs Sheets)ZoomFacebookInstagramLinkedInMission 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 yearGrow sales force by 50% per yearExpand offering to new verticals each yearProvide advanced planning strategies to high net worth clientsCompany Values :
To Learn more about our company values go to Strittmatter Brochure :
To learn more about what Strittmatter has to offer download our Why Strittmatter For My Career Brochure at : chrome-extension : / / efaidnbmnnnibpcajpcglclefindmkaj / look forward to meeting you!
Required Experience :
Key Skills
Marketing,Catering,Organizational skills,Hospitality Experience,Management Experience,HubSpot,Event Planning,Events Management,Project Management,Event Marketing,Leadership Experience,negotiation
Employment Type : Temp
Experience : years
Vacancy : 1
Hourly Salary Salary : 20 - 25