Client Events & Experience Coordinator

About the Company

We are a growing retirement-focused financial planning firm dedicated to helping individuals and families retire with confidence. Through educational workshops, client events, media outreach, and personalized planning, we strive to create an exceptional experience for every prospect and client we serve.

Our team culture is professional, positive, fast-paced, and relationship-driven. We are looking for someone who genuinely enjoys helping people, staying organized, and creating great experiences from the first phone call through the workshop event itself.

This is an excellent opportunity for someone with a hospitality, restaurant, event coordination, customer service, retail sales, or client experience background who is looking for a long-term career with advancement opportunity.

About the Role <...