Associate Meeting Planner
- Hiring from
- United States
- Work type
- Hybrid
- Posted
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Do you enjoy planning events, coordinating details, and bringing people together? If you're organized, adaptable, and thrive in a fast-paced environment, this could be a great opportunity to join Gradient Financial Group as an Associate Meeting Planner. In this role, you'll coordinate meetings and events, manage logistics, and create positive experiences for attendees and Financial Services Professionals across the country. Gradient Financial Group is a financial services organization with twelve specialized entities serving independent financial professionals and their businesses nationwide.
What You’ll Do
What You’ll Do
- Coordinate and execute national and local meetings and events, typically ranging from 20–100 attendees.
- Manage event logistics, including registration, hotel accommodations, transportation, audiovisual needs, and food and beverage.
- Coordinate dietary restrictions and special accommodations for attendees.
- Assist with event budgets, billing, payment processing, and expense tracking.
- Partner with leadership, vendors, and internal teams to ensure successful event execution.
- Develop and maintain event timelines, project plans, and registration processes.
- Coordinate onsite event support and travel teams as needed.
- Build positive relationships with Financial Services Professionals, vendors, and internal team members.
- Support process improvements, team training, and other meeting and event initiatives.
What You Bring
- Minimum 2 years of meeting and event planning, hospitality, or related experience - Required
- Bachelor's degree - Preferred
- Experience with event coordination, budgeting, vendor management, and project planning.
- Proficiency in Microsoft Office, including Outlook.
- Strong organizational, communication, and problem-solving skills.
- Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs.
- Strong interpersonal skills and a customer-focused approach.
- Flexibility to work occasional irregular hours and travel as event schedules require.
Our Benefits
- Competitive compensation and comprehensive benefits
- 4 weeks of accrued PTO, plus 9 paid holidays
- Medical, dental, vision, life insurance, and 401(k)
- 8 hours of paid volunteer time off (VTO)
- Hybrid remote work options
- Ongoing professional development and training
- A collaborative team that values teamwork, initiative, and growth
Why You’ll Love Working Here
At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you're positive, organized, and enjoy working alongside motivated teammates, you'll feel right at home. Check out more amazing opportunities here: https://www.careers.gradientfinancialgroup.com/
