Meeting/Event Planner plans and organizes live or virtual meetings and events for an organization or external clients. Implements an event strategy to achieve objectives. Being a Meeting/Event Planner researches and recommends event venues. Coordinates meeting logistics, including attendee registration, transportation, accommodations, meals, and technology. Additionally, Meeting/Event Planner conducts rehearsals and system checks of all equipment and connectivity. Researches and maintains relationships with vendors for event support services. Coordinates budget planning and ensures that events stay within cost projections. Typically requires a bachelor's degree or equivalent. Typically reports to a manager or head of a unit/department. The Meeting/Event Planner occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Meeting/Event Planner typically requires 2-4 years of related experience. (Copyright 2024 Salary.com)
Our client is a boutique RIA based out of Marble Falls, TX. They are seeking a Financial Planner to join their growing team. If you are looking for an opportunity to grow into becoming a Lead Advisor, this is a great opportunity.
Responsibilities:
-Work alongside lead advisors to meet client needs.
-Use the financial planning software to create and update financial plans for clients.
-Answer client questions regarding their financial plans.
-Collaborate with the team on planning related items.
-Path to becoming an advisor and managing relationships.
Qualifications:
-Strong written and verbal communication.
-Exceptional interpersonal and client service skills.
-Excellent organization skills.
-Team player and growth-oriented.
-Love for financial planning.
-Comfortable with working in the office.
Experience:
-A bachelor's degree in finance or financial planning is preferred.
-3-5 years of Financial Services experience is required.
-CFP or CFP candidate preferred but not required
-Experience using eMoney, redtail and/or orion is preferred.
Base salary plus performance-based bonus opportunity, base salary commensurate with experience, starting at $70k . Opportunity for health insurance reimbursement stipend and 401k plan. PTO policy.