Marketing and Events Manager

About Us: 

Capital City Financial Partners is a small financial planning firm headquartered in South Carolina. Specializing in retirement strategy, we’ve set out on a mission to bring confidence to our clients’ retirement by adding value and eliminating stressors, cultivating joy & comfort for their financial futures. Not only do we strive to be the premiere middle market advisory firm of the Carolinas, focused on pre and post retirees, but we are committed to serving our community with integrity, excellence, and compassion. Our unique, specialized team approach to the financial planning process has yielded a track record of success, enabling us to help thousands of families and expand our work through opening four offices.  

Our primary values are Purpose, Professionalism, Positivity, and People. Purpose comes from understanding the outsized impact we can have on others’ lives.  We believe our work is a calling v.s. a job. Professionalism defines each employee’s constant drive to improve themselves and develop new skills. Positivity is the standard on how we interact with each other and our clients. It describes our unwavering commitment to not only provide an exceptional experience, but to create confidence in our clients’ financial futures. Our employees and our clients are our People, who are at the heart of all we do. We are looking for the perfect addition to our team in Columbia, SC- is this you? 

Job Description:  

The primary purpose of this position is to create opportunities for our firm to carry out its commitment to the pre and post retirees of the Carolinas. Our Marketing and Events Manager hosts events, alongside our Financial Advisors, providing invaluable insights into the financial planning process. This position serves as the external face of the firm, building relationships to deliver an exemplary experience to prospective clients.

Typical responsibilities include:    

• Plan, produce, and execute the firm’s educational events, dinner seminars, and webinars in our Columbia Market
• Field inbound phone inquiries from potential clients, engaging them through our marketing and event management process
• Conduct prospective client outreach with the primary objective of scheduling a meeting with our Financial Advisors
• Build and maintain strong relationships between the firm and prospective & current clients through intentional action & proactive communication
• Plan and execute special events such as client appreciation events, referral dinners, and more!
• Research and develop new, innovative avenues for the firm to expand its outreach

You are perfect for this role if you have:    

• An unwavering commitment to serve others 
• A belief that this is more than just a paycheck; that the work you do is purposeful 
• Bachelor’s degree (Business, Marketing, Hospitality, or related major preferred)
• Event planning experience
• Strong sales experience 
• Excellent relationship building skills 
• Excellent communication skills, both verbal and written 
• Self-motivated and goal oriented
• Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)  
• Experience with Redtail/CRM preferred 

Traits we’re looking for:  

• People oriented; relationship focused
• Positive & outgoing
• Empathetic, uplifting, & engaging
• Patient & graceful
• Professional
• Detail oriented
• Critical thinker
• Creative
• Dependable
• Strong initiative
• Team player 

Compensation will be made up of a competitive salary with benefits (insurance, 401k with match, disability, paid volunteer time, profit sharing). 

The starting base salary for this role will be $45,000- $55,000 (OTE $60,000- $75,000). 

Please contact Jadyn McDonough at Jadyn@CapitalCityFP.com with any questions or interest. We can't wait to meet you!