Client Events

Client Events & Experience Coordinator Retirement Wealth Design is hiring a Client Events & Experience Coordinator to help create a polished, welcoming experience for prospects and clients — from the first confirmation call through the workshop event itself. About the Role Retirement Wealth Design is a growing retirement-focused financial planning firm that helps individuals and families retire with confidence through educational workshops, client events, media outreach, and personalized planning. In this role, you’ll help make every event and client interaction feel organized, professional, and personal. You’ll be responsible for: Coordinating educational retirement workshops and client events Calling and texting prospects to confirm workshop attendance Helping events run smoothly from setup through follow-up Answering incoming office calls professionally Scheduling appointments and confirming meetings Entering and organizing CRM data Tracking workshop activity, client details, and event results Supporting marketing and client communication efforts What We’re Looking For You’ll do well here if you are: Friendly, professional, and comfortable talking with people Highly organized and detail-oriented Dependable, proactive, and willing to follow through Comfortable juggling multiple priorities Tech-comfortable and able to learn CRM systems Positive, team-oriented, and client-focused Compensation & Benefits $50,000–$55,000 salary, based on experience Up to $6,000 performance bonus opportunity 70% employer-paid medical, dental, and healthcare benefits 6% company 401(k) match Paid vacation, paid sick days, and 9 paid holidays Advancement opportunity as the firm continues to grow Why This Role Matters You’ll often be the first impression someone has of the firm. Your communication, organization, and follow-through will help prospects feel confident, cared for, and ready to take the next step.