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Marketing & Event Specialist St. Louis Park, MN

Advisor Talent Solutions

Job Location:

Saint Louis, MI - USA

Yearly Salary: USD 60000 - 65000

Posted: 10 September 2026 (8 days ago)

Application Deadline: 14 December 2026

Vacancies: 1 Vacancy

Job Summary

Position: Marketing & Event Specialist

Firm: Secured Retirement (SRA)

Location: St. Louis Park MN

Overview:

Secured Retirement (SRA) based in St. Louis Park MN is a privately held financial services firm specializing in retirement planning and investment strategies for individuals preparing for or enjoying retirement. As we grow we remain committed to serving exceptional clients with extraordinary people disciplined systems and clear accountability.

As the Marketing & Events Specialist you will play a vital role in supporting SRAs client prospecting through creative marketing and seamless event planningincluding dinner seminars radio promotions and personal outreach. This role requires B2C marketing experience lead conversion skills and the ability to thrive in a fast-paced environment where new strategies are encouraged. Youll coordinate all aspects of event logistics copywriting reservations and follow-up working closely with leadership to ensure every prospect has a stellar experience. An engaging personality and a passion for connecting with people are essential.

What Youll Do:

Manage all aspects of SRA dinner events including targeted mailings follow-up phone calls event logistics (menus room setup A/V) and onsite greeting.
Develop and implement a lead generation follow-up program utilizing direct contact text drip emails and printed materials.
Coordinate brand expansion efforts with the Marketing Coordinator.
Prepare proofread and format marketing collateral correspondence reports and internal documents.
Deliver daily briefings and provide lead updates to the Client Services Team.
Track and report lead generation conversion data and conduct regression analysis on leads that do not convert.
Draft review and proofread all company press releases.
Maintain professionalism while managing sensitive information and shifting priorities.
Uphold SEC marketing compliance by maintaining and storing all marketing records.
Collaborate cross-functionally with Marketing Operations and Advisor teams to enhance client experience.

What Were Looking For:

Excellent written and verbal communication skills.
High attention to detail and process discipline.
At least 3 years of event planning experience including managing meals and A/V equipment.
Proficiency in Salesforce and familiarity with marketing & CRM technologies (e.g. Active Campaign Jetpack).
Ability to quickly master key marketing tools and SEC compliance requirements.
Strong organizational skills and ability to manage multiple projects.

Bonus Points:

Experience with lead generation and conversion strategies.
Prior experience in a financial services or professional services environment.
Creative approach to event copywriting and marketing innovation.

What Youll Get:

Pay & Perks:

Competitive base salary ($60000$65000/year based on experience)
Bonus potential based on event conversion success
Full benefits package
Paid training and licensing support
Pathway for professional growth within the firm (Marketing & Events Specialist Marketing Coordinator Client Service Specialist)

Schedule:

Standard business hours with occasional evenings for client events

About Secured Retirements Core Values:

Be Trustworthy Act as the confidential assistant to the CEO upholding the highest integrity protecting their time and responsibly managing company priorities.
Take Ownership Take evolving ideas and tasks and see them through to timely completion showing initiative and accountability.
Never Stop Growing Embrace opportunities for learning adaptability and continuous improvement working closely with industry leaders.
Pursue Excellence Ensure duties are executed at the highest standards with purpose strategy kindness and intention.
Protect What is Important Safeguard the CEOs time and ability to serve clients and the team maintaining calendar discipline email triage and professional relationships.

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

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