Marketing & Events Coordinator

McAdams Group is seeking a proactive, personable, and highly organized Marketing & Events Coordinator to support the growth of our educational retirement planning workshops and client engagement initiatives throughout the Tampa area. This role combines event coordination, appointment setting, prospect engagement, and marketing support to ensure our educational events are well-attended, professionally executed, and consistently generate meaningful client opportunities. Develop and maintain a marketing and event calendar in advance to support educational workshops and community outreach initiatives.Coordinate workshop logistics, venue scheduling, promotional activities, advertising, and event preparation.Assist with marketing initiatives including community outreach, digital campaigns, media coordination, website updates, and promotional materials.Identify and cultivate relationships with community organizations, businesses, and networking groups to expand workshop opportunities and attendance.Coordinate event materials and ensure all resources are prepared prior to each workshop. Deliver exceptional client service by creating a welcoming, professional, and organized experience before, during, and after events.Assist attendees with scheduling consultations and answering questions regarding workshop follow-up.Build rapport with clients, prospects, and community partners while representing McAdams Group with professionalism and integrity.Anticipate client and advisor needs, providing proactive support to ensure a seamless experience. Meaningful Work: Play a key role in connecting individuals and families with financial education that can positively impact their future.Growth & Development: Expand your skills in event coordination, marketing, client engagement, and business development while working alongside experienced financial advisors.Collaborative Culture: Join a values-driven team that believes in integrity, gratitude, teamwork, and delivering exceptional client experiences.Variety & Impact: Every week brings a mix of community outreach, event planning, relationship building, and client interaction—making your work both engaging and rewarding.Flexibility & Stability: Enjoy a structured schedule with a blend of office and event-based work, competitive compensation, and opportunities for long-term career growth within a growing financial advisory firm.