Client Events & Experience Coordinator

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 eventsCalling and texting prospects to confirm workshop attendanceHelping events run smoothly from setup through follow-upAnswering incoming office calls professionallyScheduling appointments and confirming meetingsEntering and organizing CRM dataTracking workshop activity, client details, and event resultsSupporting marketing and client communication efforts

What We’re Looking For

You’ll do well here if you are:

Friendly, professional, and comfortable talking with peopleHighly organized and detail-orientedDependable, proactive, and willing to follow throughComfortable juggling multiple prioritiesTech-comfortable and able to learn CRM systemsPositive, team-oriented, and client-focused

Compensation & Benefits

$50,000–$55,000 salary, based on experienceUp to $6,000 performance bonus opportunity70% employer-paid medical, dental, and healthcare benefits6% company 401(k) matchPaid vacation, paid sick days, and 9 paid holidaysAdvancement 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.

If you enjoy creating great experiences, staying organized, and being part of a growing team that values professionalism and people, we’d love to hear from you.