Juniper Wealth Management, a financial advisory firm located in Scottsdale in the Paradise Valley and McCormick Ranch area, is looking for someone who is willing to learn and actively contribute from day one. General Summary of Duties and Responsibilities: Job Duties: • Work directly with the Founder & Lead Financial Advisor to successfully manage company events, workshops, and all aspects of company marketing • Call and qualify people who sign up for events to make sure they qualify with the minimum investable assets requirements • Following up via telephone, email and text with prospects encouraging them to schedule and attend their 1st appointment • Ability to motivate new/existing prospects & clients to set appointments at the events and over the phone, email or texts • Make sure all deadlines for events are being met for events i.e. invitations, social media posting, email blasts, and booking and securing venues • Design and execute e-blasts for events in concert with our ad agency • Serve as lead contact on-site including problem solving, communicating with staff, vendors and customers and anticipating and planning for different scenarios that could arise • Ensure all necessary equipment, technology, supplies, décor and promotional materials are transported to the facility and set-up on time and break down and clean event space at event conclusion • Welcome and register all guests who attend events • Liaise with event sponsors, clients and prospects to identify their needs and ensure customer satisfaction during events • Book appointments at public seminars, which includes possessing a strong working knowledge of the company to further these sales opportunities • Must be a people person who enjoys engaging with prospects and clients • Provide presentation feedback to Advisors • Manage all aspects of the guest RSVP process • Eagerness to share ideas on how to improve services provided and event quality • Commitment to compliance with insurance, legal, health and safety obligations at all times as it pertains to both events and marketing • Obtain/create content for event presentations • Adhere to event budget and track after event completion, including assisting with ROI reporting • Monitor event opportunities in CRM to make sure there is follow-up • Manage and plan event calendar year-to-year • Assist in the coordination of video projects • Coordinate and monitor all manner of digital advertising, including social media, eBlasts and our website with our ad agency Benefits: • Dental Insurance • Health Insurance • Vision Insurance • Paid Time Off 2 weeks accrued per year • 10 Paid Holidays Plus your birthday off Schedule:
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