March 3, 2024

Event Planner

W.A. Smith Financial Group Sheffield, Ohio

We are seeking a strong Planner whose job is to plan and execute events for W.A. A sharp phone presence with excellent listening skills, a love for phones, and the ability to build a rapport with our prospects and clients are a must. This position requires that you possess the following skills: • Strong ability to execute events and plan them • High degree of creativity and very strong work ethic • Very strong Microsoft Word, PowerPoint, Outlook, and Excel skills • Excellent verbal and written communication skills • Proven ability to work independently and complete assigned tasks on schedule • Email marketing skills a plus Position Responsibilities: • Execute and plan the events for the financial firm • Follow up with the attendees of the seminar’s campaigns • Communicate with Director of Marketing on regular basis to ensure the events run smoothly • Other duties as assigned Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.

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