Marketing & Event Coordinator (Wealth Management Firm)

Are you a highly organized, results-driven marketing professional? If so, we want to hear from you!

Our fast-growing, family-owned retirement planning and wealth management firm in Grapevine, TX, seeks an elite Marketing Coordinator to join our dynamic team. This is an exciting opportunity to be part of a company on the cusp of a significant growth phase with ample room for career advancement.

As our Marketing Coordinator, you'll be the heart and soul of our marketing operations, ensuring that no lead falls through the cracks and that our multi-channel campaigns run like clockwork. You'll also lead the logistics and implementation of our Live Events.

Your primary responsibilities will include:

1. Tracking and managing leads from our TV show, radio show, live events, and other marketing channels.
2. Coordinating, setting up, and executing our popular live events, such as dinner seminars, lunch and learn sessions, and financial planning courses at local colleges and community centers.
3. Continuously refining our marketing processes and strategies for maximum effectiveness and efficiency.
4. Collaborating with our passionate team to help grow our firm and reach new heights of success.

The ideal candidate will have:

• Exceptional organizational skills and the ability to manage multiple tasks and projects simultaneously.
• A keen eye for detail, ensuring that everything runs smoothly in our marketing campaigns.
• A strong desire to grow and excel within our organization, contributing to our ongoing success and expansion.
• A proven track record in marketing, ideally within the financial services industry.
• Strong communication and interpersonal skills, with an aptitude for building relationships and working collaboratively.

We offer a competitive starting salary of $70,000 - $90,000, negotiable based on your experience.

If you're an ambitious marketing professional with a passion for helping people achieve financial security and a desire to join a thriving company, don't miss this opportunity. Apply today and be part of our exciting journey! We look forward to welcoming you to our family-owned firm!