Meeting/Event Planner jobs in Fort Wayne, IN

Meeting/Event Planner plans and organizes live or virtual meetings and events for an organization or external clients. Implements an event strategy to achieve objectives. Being a Meeting/Event Planner researches and recommends event venues. Coordinates meeting logistics, including attendee registration, transportation, accommodations, meals, and technology. Additionally, Meeting/Event Planner conducts rehearsals and system checks of all equipment and connectivity. Researches and maintains relationships with vendors for event support services. Coordinates budget planning and ensures that events stay within cost projections. Typically requires a bachelor's degree or equivalent. Typically reports to a manager or head of a unit/department. The Meeting/Event Planner occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Meeting/Event Planner typically requires 2-4 years of related experience. (Copyright 2024 Salary.com)

L
Financial Planner
  • Larson Financial Group, LLC
  • Fort Wayne, IN FULL_TIME
  • Description

    Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in office at our Fort Wayne, IN location. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.


    In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.


    Responsibilities include, but are not limited to:

    • Preparing and conducting client meetings
    • Gathering data from clients for preparation of financial plan.
    • Running insurance illustrations, constructing financial plans
    • Communicating investment advice based on recommendations of team.
    • Tracking next steps in the planning process for clients
    • Providing outstanding service to reproduce top clients.
    • Entering and manipulate information into Contact Management System and Financial Planning software.
    • Implementing client “touches” to create concierge experience resulting in consistent referrals.
    • Performing follow up and process new business; manage existing client relationships.
    • Managing and resolving client issues

    Requirements

    Expectations:

    • Ability to build rapport via phone, virtual meetings or in person with clients
    • Professional, clear, and polite communication preference is required
    • Ability to work with the Advisor and other support team members to accomplish a common goal
    • Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.
    • Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.

    Skills and Experience:

    • 2 years’ experience in the Financial Planning field
    • Series 7 license is a requirement
    • Must be an active financial planner
    • CFP a plus
    • Four-year degree or equivalent work experience
    • Knowledge of insurance/financial services industry
    • Ability to maintain confidentiality of information
    • Proficiency with Microsoft Office and Outlook
    • Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis
    • Experience with Salesforce
    • Proficient data entry skills
    • Flexible schedule for meetings and client event.
    • Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required
    • Ability to manage time in an efficient, self-directed manner is required.
    • Ability to be proactive and professionally assertive is required.
    • Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
    • Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.
    • Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.

    Larson Financial Group offers a generous employee benefits & perks package:

    • Profit Sharing Bonus Program
    • 401(k) Employer Match up to 4%
    • Medical Insurance (HDHP HSA $5000 is 100% paid for the employee)
    • Dental Insurance
    • Vision Insurance
    • ER PD LT Disability Insurance
    • ER PD Life Insurance
    • VOL ST Disability Insurance
    • ER PD EAP
    • Paid time Off (112 hours after 90 days)
    • Holiday Pay (12 Holidays)
    • Training & Education
    • ER Events, Awards, Activities
  • 24 Days Ago

C
RME Planner
  • C&W Services
  • Fort Wayne, IN FULL_TIME
  • Job TitleRME PlannerJob Description SummaryJob DescriptionC&W Services, a division of Cushman & Wakefield, is the industry leader in Integrated Maintenance Solutions.We are looking for an experienced ...
  • 5 Days Ago

N
Field Planner
  • NiSource
  • Fort Wayne, IN FULL_TIME
  • Description Job Summary The intended primary role of the Field Planner is to work closely with Field and Integration Center Leadership to ensure site readiness, safety, and customer awareness, and to ...
  • 1 Month Ago

C
Planner (DC)
  • Careers @ Hendrickson
  • Kendallville, IN FULL_TIME
  • Area of Accountability: Oversee aspects of the planning function at the Kendallville, IN manufacturing / distribution facility to achieve internal and external customer requirements. Essential Functio...
  • 1 Month Ago

M
Discharge Planner/Social Worker
  • Maple Heights Behavioral Health
  • Fort Wayne, IN FULL_TIME
  • Overview ​PURPOSE STATEMENT: Maple Heights is a 120 bed behavioral health facility, that opened in January 2023. We are seeking a seasoned social worker to ​provide assistance to patients and their fa...
  • 19 Days Ago

B
Van Planner (Fort Wayne, IN)
  • Buchanan Hauling & Rigging, Inc.
  • Fort Wayne, IN FULL_TIME
  • At Buchanan Hauling & Rigging, we’re constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment cr...
  • 24 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Meeting/Event Planner jobs found in Fort Wayne, IN area

M
Servers - Mad Anthony Brewing Co. - Broadway
  • Mad Anthony Brewing Company Inc.
  • Fort Wayne, IN
  • Mad Anthony Brewing Company in Fort Wayne, Indiana is looking for friendly and motivated Servers! Servers must be willin...
  • 3/28/2024 12:00:00 AM

T
Houseperson
  • The Bradley
  • Fort Wayne, IN
  • About Us: At Pyramid Global Hospitality, people come first. As a company that values its employees, Pyramid Global Hospi...
  • 3/28/2024 12:00:00 AM

Z
Night Auditor
  • ZMC Hotels
  • Fort Wayne, IN
  • Company Overview We provide the best in hospitality - to our employees and our guests. We offer seasonal work and full-t...
  • 3/27/2024 12:00:00 AM

C
Cheddar's - Prep Cook
  • Cheddar's
  • Fort Wayne, IN
  • The prep cook handles the majority of the prep for all ingredients going into dishes during service. This position often...
  • 3/26/2024 12:00:00 AM

W
Cook
  • Wingstop Inc
  • Fort Wayne, IN
  • Wingstop's mission is to serve the world flavor. Wingstop is the destination when you crave fresh never faked wings, han...
  • 3/26/2024 12:00:00 AM

C
Cheddar's - Line Cook
  • Cheddar's
  • Fort Wayne, IN
  • As line cook, you are responsible for the preparation, presentation and execution of all items on the menu. The kitchen ...
  • 3/26/2024 12:00:00 AM

C
Cheddar's - Cook
  • Cheddar's
  • Fort Wayne, IN
  • As a cook, you'll set up your station and participate in prep. You should be passionate about putting out consistent, qu...
  • 3/26/2024 12:00:00 AM

C
Cheddar's - Host
  • Cheddar's
  • Fort Wayne, IN
  • As host, you'll be the conductor of the orchestra that is service. You are the first impression of the restaurant and se...
  • 3/26/2024 12:00:00 AM

Fort Wayne is a city in the U.S. state of Indiana and the seat of Allen County, United States. Located in northeastern Indiana, the city is 18 miles (29 km) west of the Ohio border and 50 miles (80 km) south of the Michigan border. With a population of 253,691 in the 2010 census, it is the second-most populous city in Indiana after Indianapolis, and the 75th-most populous city in the United States. It is the principal city of the Fort Wayne metropolitan area, consisting of Allen, Wells, and Whitley counties, a combined population of 419,453 as of 2011. Fort Wayne is the cultural and economic c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Meeting/Event Planner jobs
$62,438 to $80,771
Fort Wayne, Indiana area prices
were up 1.3% from a year ago

Meeting/Event Planner in Newark, NJ
The Foundation is seeking a detail-oriented meeting and event planner to.
February 08, 2020
Meeting/Event Planner in Gary, IN
Each event an event planner organizes can be vastly different.
January 29, 2020
Meeting/Event Planner in Kansas City, KS
In order to help clarify communication, the Conference & Event Office has come up with terms to help differentiate between the four most usual types of programs requested. They are.
January 20, 2020