What are the responsibilities and job description for the Onsite Event Coordinator position at Strategic Wealth Designers?

Are you a vibrant, detail-loving superstar who thrives on creating unforgettable experiences? Do you have a knack for customer service that makes people feel like VIPs? If you’re ready to shine in a growing, prestigious company where teamwork and enthusiasm are celebrated, we want to hear from you!

At Strategic Wealth Designers , we’re a tight-knit crew that values positive energy and great attitudes. As our Events Coordinator, you'll be the friendly face that greets clients and prospects at our exciting events and in the office. We’re looking for someone who’s organized, efficient, and always ready to go the extra mile—someone who sees challenges as opportunities and is eager to help our business grow. If you’re articulate, dependable, and passionate about building relationships in the financial industry, this might just be your dream job!

Job Description :

Your mission, should you choose to accept it, is to orchestrate amazing events for our financial services company, leaving clients and prospects saying, “Wow!” Confidence and organization are key as you navigate our dynamic environment.

What You Bring to the Table :

Education & Experience : Bachelor’s degree or equivalent experience, with a preference for those who know their way around the financial world. A year or more in live event coordination is a plus!
Tech Savvy : Strong skills in MS Office Suite and a quick learner when it comes to new software.
Detail-Oriented : You can juggle multiple priorities without breaking a sweat.

Your Superpowers :

Organizational Wizardry : You love keeping things in order!

Communication Guru : Whether it’s written or verbal, you shine when sharing information.

Fun Maker : You have a talent for making every event enjoyable and inviting.

Proactive Planner : You tackle tasks head-on instead of waiting for them to come to you.

Responsibilities / Tasks :

As our Events Coordinator, you’ll be the heartbeat of our event planning, ensuring every detail is just right. Here’s a taste of what you’ll do :

Handle all pre-work, set-up and post-event work for company events

Making reminder calls for events in a welcoming, friendly manner

Provide phone coverage for our phone lines

Screen registrants for events

Handle confirmation calls and emails for events

Oversee setup and execution of events each month

Input notes into CRM and keep updated

Coordinate and follow up on each event with the rest of the marketing team

Support with updates to website

Input all prospect appointments into CRM calendars and website

Email appointment information to prospective clients

Manage follow up process for cancelled or no-show appointments

Maintain a flexible schedule based on events scheduled each month

Assist with client appreciation events

Complete monthly marketing inventory tracking

Handle preparation / coordination for educational events that will take place across the country

Complete data entry following those events

Maintain professional communication with clients and staff

Be willing to help in another department as needed

Assist other marketing efforts in other cities as needed

Support with handling various “shared” email inboxes

Support with Wine and Wisdom event research, planning and coordinating

Work up to 8 nights of events per month

Position Details :

Location : 8041 Arco Corporate Drive, Raleigh, NC 27617

Commitment : Monday through Friday, 40 hours a week with a flexible schedule around events. Expect to work 6-8 weeknights a month, traveling for up to 4, 2-night events across the country.

Compensation : Hourly range is $25.97 to $27.89, plus a generous benefits package.

Why Join us?

At Strategic Wealth Designers , we’re not just another financial firm—we’re a team of advisors, marketers, and client relations specialists who love what we do and never accept “good enough”. Expect hard work, lots of laughter, and an environment that encourages creativity and success. We reward dedication and aim to exceed the expectations for our clients and each other.

Ready to Join the Fun?

Check out our over-the-top experiences at SWDGroup.com / Careers. From company trips to exceptional opportunities, we’re confident you’ll find that we’re unlike any company you’ve ever worked for before!

Salary : $26 - $28

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