Job Description

Job Description

Job Description

We are seeking an individual who can plan, execute, and iterate events to drive engagement, quality leads, and qualified opportunities. A sharp face-to-face and phone presence with excellent listening skills and the ability to build a rapport with our prospects and clients are a must. We’re looking for a go-getter that is great at asking in-depth questions and getting our prospects engaged!

As a boutique firm, we offer the personalized attention of a smaller company while being backed by the resources and stability of a large institution. Our commitment to your professional development sets us apart, as we actively sponsor certifications and foster a culture of continuous learning, empowering you to elevate your sales and financial knowledge to new levels.

***Offering a competitive salary $40,000 - $60,000 with availability to make bonuses plus commission***

If you thrive behind the scenes and love creating memorable experiences, this role is your backstage pass to event success!

Objectives and Responsibilities

• Plan, execute and host prospecting and client events (workshops/trade shows, during weekdays and weekends) with a focus on lead generation and new business opportunities
• Work with vendors, extensive budgets, contracts, etc.
• Oversee event communication team (2+) including, but not limited to, purchases, site preparation, set up, check in, task delegation and breakdown
• Attend all events you are overseeing (requires a reliable vehicle)
• Public speaking at events -- such as opening and closing for advisors at workshops and trade shows
• Calling and scheduling with prospects to ensure event attendance
• Consistent follow-up with prospects
• Provide information about the event, answer questions, and address concerns to encourage participation, keeping CRM updated with prospect/client interaction
• Oversee and manage content creation for marketing materials, including brochures, presentations used for events.
• Communicate with Marketing Director and CEO on regular basis to ensure the events run smoothly
• Effectively and efficiently manage the use of event funds while maintaining accurate accounting records for all activities
• Track weekly and monthly progress, including the number of calls made, prospects scheduled and that attended the events with Marketing Director
• Other duties as assigned

Experience 

• The desire to work long-term in the financial industry
• Financial industry knowledge/experience preferred
• 3+ years of experience in event planning role
• Strong ability to plan, execute and host events
• Experience with Google Workspace and the ability to learn new software quickly
• Excellent verbal and written communication skills (English and Spanish required)
• Ability to connect with an audience/clients
• High degree of creativity and very strong work ethic
• Proven ability to work independently and complete assigned tasks on schedule 

Benefits

• Competitive Pay
• Commission opportunities
• Team Bonuses, Referral Bonuses
• Completion Bonuses for industry relevant licenses/certifications
• Sponsored industry travel and in-person training
• PTO: 20+ days
• National Paid Holidays
• Birthday PTO
• 401K or Roth matching plan
• Health insurance reimbursement program
• Access to personal financial planning
• Growth and development!

About Guerra Wealth Advisors

Guerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.

Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.

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Job Tags

Weekend work, Weekday work,

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