We are currently seeking an Event Planner & Marketing Specialist for a client of ours in Stevens Point. The pay for this position starts at $50,000 annually with the right personality and experience. Hours are 8am-5pm Monday-Thursday and 8am-3pm on Fridays. There will be some night work needed throughout the year when coordinating and attending events in both Stevens Point and Madison. This is an on-site position and does not offer a remote or hybrid option.

Are you a hospitality guru and a communication champion? If so, we'd love to hear from you.

We're looking for an Events Planner & Marketing Specialist to be the driving force behind client experience and marketing efforts at a fast-paced—and friendly—financial planning office. You'll be the key player making sure all client-facing programs run like clockwork in the Stevens Point and Madison locations.

Your precision, creativity, and energy will directly impact the growth and loyalty of our customer's clients.

This role is centered on creating memorable experiences and ensuring the office is running smoothly. Your primary focus will be on the execution and logistics of the marketing calendar.

Event Planner: You will fully coordinate all aspects of client appreciation, prospecting events, and educational seminars. This includes the full lifecycle:
- Venue & Vendor Sourcing: Finding the perfect location and securing speakers/topics
- Marketing & RSVP Management: Creating invitations, managing the guest list, and handling all compliance documentation
- Day-of Execution & Follow-Up: Ensuring a seamless event and handling all post-event communication
Communication: You'll be the voice of our practice, managing our various communication channels:
- Digital Presence: Overseeing our advisor and team websites and managing our social media (Facebook, LinkedIn, and Twitter)
- Print Power: Creating our bi-monthly newsletter, managing the printing process, and handling all the final details (labeling, stamping, and post office run—satisfaction guaranteed!)
- Local Outreach: Coordinating local advertising and media relations
Growth: Implement an annual marketing plan to meet ambitious client acquisition goals and manage the Prospect Database and Client Referral Program.
Team Player: Provide crucial support to the daily operations, including cross-training in client service tools, greeting clients, and professionally answering the telephone.

This is a temp to hire or direct hire opportunity for the right individual!

What You Bring:

We need an organized, resourceful, and positive professional ready to jump in.

Experience: 2 years of high-level event planning, administrative, or communications experience
Tech Savvy: You're fully proficient in the Microsoft Suite: Word, PowerPoint, Excel, Outlook, and Teams
Logistical: You manage complex timelines and multiple vendor relationships with ease and precision
Bonus Points: Experience with Salesforce or other CRM tools is a huge plus, as is any background in the financial services industry (but it’s not required!)

If you thrive on bringing a vision to life and creating a fantastic client experience, we encourage you to apply!

Interested candidates can apply on-line at or submit a resume to

Flex-Staff is an Equal Opportunity Employer, which includes providing equal opportunity for protected veterans and individuals with disabilities.

#StevensPoint1

Pandologic. Keywords: Event Planner, Location: Stevens Point, WI - 54481

Event Planner and Marketing Specialist - Now Hiring

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This is a temp to hire or direct hire opportunity for the right individual!

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