We are seeking a highly organized personable and creative Events Planner to join our growing team. This role is perfect for someone who enjoys coordinating professional events thrives on connecting with people and takes pride in delivering exceptional client experiences.
About Strittmatter Wealth Management Group
Founded in 2007 SWMG is a boutique Registered Investment Advisor based in downtown Fort Worth. We specialize in retirement planning investment management and business planning for high-net-worth clients and business owners. 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 .
Duties/Responsibilities
Plan coordinate and attend seminars webinars and client events in and around Fort Worth
Manage event logistics including registration confirmations and post-event follow-up
Introduce speakers engage attendees and create a welcoming atmosphere
Capture event photos and videos for social media and marketing content
Promote events online post ads and track engagement results
Maintain CRM records event data and track performance metrics weekly
Collaborate with the events and marketing teams to ensure seamless execution
Job Requirements
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
Outgoing and client-focused demeanor with professional presentation
Proficiency in Microsoft Office Google Suite CRM software and social media platforms/channels
Availability for evening and occasional weekend events
Schedule: Part-time Tuesdays & Thursdays 4-9 PM Fridays 11-5 PM 2 weekends per year
Why Strittmatter Brochure:
To learn more about what Strittmatter has to offer download our Why Strittmatter For My Career Brochure at: look forward to meeting you!
A successful financial plan starts with looking at your whole picture, and then putting the right financial pieces in place to work for you.