Job description

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com . We have an exciting opportunity for an Event Marketing Specialist ! The Event Marketing Specialist plays a key role in our firm’s growth by planning and executing events across the country. Supporting our Marketing and Partner Programs teams, they will be responsible for the ideation, plan development and execution of educational seminars, tradeshows, conferences, as well as networking and hospitality events. This is a Remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $70,000 to $80,000 , exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We re big on open conversations, so, let s have one. Primary Job Functions Event planning and execution Manage all aspects of event planning for educational seminars, tradeshows, conferences, networking and hospitality events. Plan and manage our events’ calendar. Research and secure venues, approve menus, develop seating plans. Communication with speakers, advisor teams, and event staff. Prepare and ship event materials such as nametags, collateral, and technology. Point person at events, ensure smooth operation with the venue, in addition to onsite event staffing, greet attendees, managing speakers and wrap up. Coordinate promotional schedule to drive event attendance on time and on budget Collaborate and drive strong relationships with key contributors. Coordinate various marketing tactics including direct mail, email, radio, and social media to drive event attendance. Comprehensive project management including the use of Wrike, our project management and collaboration software. Create new, or update existing, processes, documentation, timelines and to-do lists related to event responsibilities. Proofing, routing and version control of marketing materials. Maintain event budgets and process invoices. Prepare regular reporting on event results Analyze and evaluate the effectiveness of specific events and programs. Prepare regular and proactive status updates. Manage event details in Salesforce to ensure proper results tracking. Coordinate data entry with Operations team post-event. Keep open lines of communication with internal sales team to capture feedback. Research, recommend and implement event activities as needed to deliver on “best in class” standards and to further improve efficiencies. Travel Requirement of 25% Education/Qualifications Bachelor s degree or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education. Minimum of 2 years of event marketing experience Some Project management experience Proven ability to prioritize workflow and projects Well-organized with excellent multi-tasking abilities Polished, excellent communication and interpersonal skills Readiness to adapt to new processes and technologies Good problem solving skills, willingness to dig into issues and present possible solutions Innovative thinking and resourceful Ability to be flexible and to collaborate as part of a growing, cross-functional team Operation of registration technology and A/V set-up Knowledge of Microsoft Office, particularly Excel AI Literacy: Demonstrated ability to effectively use AI tools and technologies in daily work tasks. Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards. Comfort with learning new AI applications and understanding their appropriate use cases and limitations. As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $67,300 - $97,600. However, the base salary range bolded above ($70,000 to $80,000) is what we expect to pay as a starting range for this position. #LI-NR1 #LI-Remote Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to full-time employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Requirements

Must-haves

Demonstrated ability to effectively use AI tools and technologies in daily work tasks.
Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.
Comfort with learning new AI applications and understanding their appropriate use cases and limitations.
As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected
Comprehensive Benefits Offerings
Training and professional development
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
Wellness programs and resources
Voluntary benefits, including pet insurance
12 paid holidays each year (10 pre-determined and 2 floating days)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

goai

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto

Paid Time Off

Parental Leave

Wellness

Professional Development