Event Coordinator

at  RFG Advisory LLC

Description:
RFG Advisory is seeking a EVENT COORDINATOR to join our growing team! You will be responsible for coordinating all aspects of RFG hosted events, from initial concept to post-event evaluation, to create seamless and engaging experiences for financial advisors and their clients.
The Event Coordinator demands a meticulous and well-organized professional who can create successful events that meet the specific needs of financial advisors. By executing high-quality seminars, dinners, lunch-n-learns, webinars, and more, you will play a crucial role in enhancing the professional development, networking, and client growth opportunities for financial Advisors within the RFG community. This position requires someone who is detail-oriented, highly organized, and able to juggle multiple projects simultaneously. You will work closely with various departments to ensure that all events align with our company’s strategic goals and brand values.
Location:
This position is located in Birmingham, AL office. We offer a hybrid schedule 3-days in-office, 2 days remote.
Reports To:
Corporate Events Manager

Key Responsibilities:

• Identifying needs:?Understanding the needs and requirements of each event
• Planning:?Developing the event’s concept, theme, and program, and creating a timeline
• Logistics:?Researching and booking venues, organizing suppliers, caterers, staff, and entertainment, and coordinating the setup, teardown, and cleanup
• Budgeting:?Preparing the event budget, invoices, and payments, and tracking expenses
• Marketing and communications:?Coordinate with Marketing team on marketing materials, invitations, registration, follow up and developing post-event reports to evaluate effectiveness

Salary and Benefits:

• Competitive Salary + Annual Bonus based on growth
• Generous PTO, Company Holidays & Charitable Workday
• Health, Dental and Vision Insurance with company stipend for you and your dependents
• 401(k) + Safe Harbor contribution
• Company-sponsored Short-term and Long-term Disability + Life Insurance
• Voluntary Life Insurance, Accident, Cancer and Critical Care coverage for you and your dependents
• Dependent Care FSA, Medical FSA and HSA with qualifying medical plans
• Parental Leave
• Surface Pro + Home setup
• Continuing education and professional development support
• Loads of awesome RFG Swag!

Company Overview:
RFG Advisory is an innovator in the wealth-management industry. Recognized by Forbes/Shook Research as a Top 100 RIA in America, by Investment News as a 2021, 2022 and 2024 Best Places to Work for Financial Advisers, and by Wealth Management.com as Top Non-Custodial RIA Support Platform of the Year in 2022, our team of A-players have a servant heart and a warrior mindset. Our success is driven by a team of professionals from a diverse spectrum of industries who work together to foster independence of Financial Advisors across the country. Disclosure: www.rfgadvisory.com/awards
This is a great opportunity to be a part of a growing team in a fast-paced and changing industry. Our most recent Net Promoter Score among our corporate team is a 93 with 100% participation and with our Advisor NPS is a 85 versus industry average of a 44. Our team members consistently comment about our culture, teamwork, support of leadership and executive team and the collaboration that happens amongst our functional teams. So, if you are looking for a fun group of people to work with in an ever changing, never a dull moment organization, please apply!
Requirements:

Experience:

• Proven experience in event planning, with a focus on financial industry events being a strong advantage.
• Large-scale conference planning experience is required.

Skills:

• Strong project management and organizational skills.
• Excellent communication and interpersonal abilities.
• Knowledge of financial industry trends and issues.
• Ability to work in a fast-paced, deadline-driven environment.
• Must be technologically proficient and have a willingness and desire to learn new technologies.

ADDITIONAL REQUIREMENTS:

Flexibility to travel and work evenings or weekends as needed

• Identifying needs:?Understanding the needs and requirements of each event
• Planning:?Developing the event’s concept, theme, and program, and creating a timeline
• Logistics:?Researching and booking venues, organizing suppliers, caterers, staff, and entertainment, and coordinating the setup, teardown, and cleanup
• Budgeting:?Preparing the event budget, invoices, and payments, and tracking expenses
• Marketing and communications:?Coordinate with Marketing team on marketing materials, invitations, registration, follow up and developing post-event reports to evaluate effectivenes