Job Summary Key Deliverables and Responsibilities The Event Planner is responsible for organizing the creative development, execution, and implementation of the firm’s conferences and events as identified by the leadersh…
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$70k–$75k/yr
Full-time
Medical Insurance, Vision Insurance, Dental Insurance, Life Insurance, Long-term Disability Insurance, Vacation Time
Posted 51d ago
~40 hrs/week
Responsibilities
The Event Planner is responsible for the creative development, execution, and implementation of corporate conferences and events. This includes managing logistics, budgeting, venue booking, and ensuring alignment with brand standards.
Requirements
Candidates should have proven experience in corporate event planning with strong organizational and negotiation skills. Proficiency in budgeting, vendor management, and familiarity with hybrid event platforms is preferred.
Full job description
Job Summary
Key Deliverables and Responsibilities
The Event Planner is responsible for organizing the creative development, execution, and implementation of the firm’s conferences and events as identified by the leadership team. This role ensures that all events reflect the firm’s quality standards and tone, including assisting with planning for Ignite, the firm’s flagship national conference.
What You’ll Do:
Organize and manage all aspects of conferences and events, ensuring alignment with leadership objectives and brand standards.
Lead event logistics including budgeting, venue booking, food and beverage arrangements, audiovisual equipment, décor, and conference materials.
Coordinate travel arrangements for attendees and staff.
Ensure consistent messaging and branding across all event-related communications.
Consult and negotiate with vendors on event-related matters to ensure quality and cost-effectiveness.
Maintain strong relationships with external partners and internal stakeholders.
What We Are Looking For
Proven experience in event planning and execution, preferably in a corporate or professional services environment.
Strong organizational and project management skills with attention to detail.
Excellent communication and negotiation abilities.
Proficiency in budgeting and vendor management.
Ability to work collaboratively and lead a team effectively.
Familiarity with marketing and promotional strategies for events.
Preferred Qualifications:
Assist management with site visits and contribute to annual event calendar planning.
Support future event strategies by researching trends and incorporating innovative ideas.
Familiarity with hybrid or virtual event platforms.
Ability to analyze event metrics and ROI for continuous improvement.
Location: Phoenix, AZ (Thomas & Central) or Fairfield, IA – Hybrid in-office 3x/week
Travel: 20% nationwide travel
Salary Range: $70-75,000/year
The salary range provided is a good faith estimate based on the ideal candidate’s qualifications, the company’s operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
Premium benefit package including medical, vision, dental, life and long-term disability insurance
Vacation/sick time
401K retirement plan with company matching program
Eleven paid holidays
You can find more details about our comprehensive benefits package here.
Company Overview:
At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.
For more than 45 years, Cambridge has helped independent financial advisors serve clients and build their businesses.
Industry
Financial Services
Company size
501-1,000 employees
Founded
1981
Headquarters
Fairfield, IA
LinkedIn followers
14,708
Total funding
$31M
Do you control your journey? Are you independent?
At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more.
We believe every journey is important. We are independent. We are Cambridge.
Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
Offices: 1776 Pleasant Plain Road, Fairfield, IA 52556, US
IndependenceContinuity and Succession Planning for Financial Advisorsand Stability from internal ownershipfinancial strength and unwavering valuesIndependenceContinuity and Succession Planning for Financial ProfessionalsFinanceBankingFinancial Services
Based on 698 listings with disclosed salaries, most administrative jobs in Arizona pay between $50k–$90k per year. Individual offers vary with seniority, company size, and specialization.
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