A successful financial services firm is seeking an Appointment Setter

This position includes calendar management, and appointment setting, sales, business development, event facilitation & administrative duties.

Are you an energetic, detail-oriented professional who thrives on connecting with people and coordinating dynamic events? Do you love keeping things organized and making a measurable impact on a growing business? A top-performing financial services firm is looking for an Appointment Setter & Marketing Coordinator to become a key player in our client engagement and business growth.

What You’ll Be Doing

As our go-to marketing and events expert, you’ll help us reach new clients, support our advisors, and bring our brand to life through seamless event planning and strategic outreach.

Responsibilities include:

• Event Management: Coordinate and manage logistics for off-site client workshops (2 per month), including seating, dining, guest experience, and vendor relationships.
• Marketing Campaigns: Drive brand visibility through email campaigns, newsletters, social media, press releases, direct mail, and online content.
• Lead Engagement: Handle high-volume inbound and outbound calls from workshop attendees and prospective clients. Your goal: set appointments for our advisory team.
• CRM + Admin Support: Maintain accurate client data in our CRM system and ensure smooth follow-up after every event.
• Calendar Coordination: Manage busy advisor schedules with precision and professionalism.
• Analytics & Reporting: Track key event and marketing metrics to improve future performance.

What We’re Looking For

We’re looking for someone who’s not just organized—but proactive. Someone who knows how to connect with others, juggle multiple tasks, and follow through like a pro.

You should have:

• Strong communication skills (verbal + written)
• High attention to detail and strong organizational skills
• A knack for building rapport with clients and event attendees
• A natural follow-through mindset—you don’t drop the ball
• Experience with MS Office, PDFs, WordPress, and online tools
• An entrepreneurial spirit and growth-focused mindset
• College degree or some college coursework preferred

Why You’ll Love It Here

• Be part of a mission-driven firm making a difference in people’s financial futures
• Work in a supportive, fast-paced environment where your ideas and results matter
• Opportunities for professional growth and development

Job Type: Full-time, In-Office