Be part of the Fabulous Four! Looking for Event Planner Extraordinaire and Scheduling Manager!
Who: We are a 3 person financial firm that specializes in helping those ready for retirement protect and grow their assets. Our primary focus is on educating and using financial products to put our clients in a place where their money grows with no losses. In life, we value love, positivity, connection, sense of humor, travel, family, beauty, wellness and spirituality. Family in the sense of everyone and every client in our company is ohana. We host a lot of “get togethers” from educational dinners of 40-60 people to smaller client activity-oriented events many times a month. Our largest client event has been 250. We do events at the best restaurants in town and even the founder’s home and our clients and network know us well- we are a strong tribe. The owner is a 4th generation kamaaina, graduate of Punahou, Wellesley and MA at USC and widely respected in business community. She holds insurance license and Series 65 (RIA).
What: We are looking for a sales support dynamo who can assist with the 30-40 seminars and client events we hold each year. You are good a creating rapport getting to know banquet coordinators, researching and contacting venues, managing a budget, mailing house, overseeing RSVPs and tracking attendance and communicating with guests both pre and post event, prepping material, and setting up and taking down audio/ visuals. You will also use CRM (Redtail) to maintain client records and log contact, update accounts, and pull reports. You will assist with tracking responses and client activity on spreadsheets. You aren’t just looking for a job, you are looking are looking for purpose in every day. You like helping people. You are a natural PR person. You know how to enhance our firm reputation through professionalism and courtesy to everyone.
Why: We truly believe in what we do and the owner/ founder follows the retirement strategies that she consults on. We want to help people. We believe deeply that what we do puts people in a better place. The company is growing quickly each year; from 2022 to 2024 our revenue increased 43%. The faster we grow, the faster you will grow both financially and as a seasoned business administrator.
How: We do this by educating retirees on financial products (tools/ vehicles/strategies) that many retirees are not aware even exist but have been widely used for 25 years. We educate them at dinner seminars at the finest restaurants in town including Mortons, Ruth Chris, and Roy’s.
You: You will receive a salary with bonus structure which will be negotiated upon your level of experience. This is a full time position with healthcare coverage. Our training is provided in-house, but expect to travel a few times a year on company’s dime to Las Vegas for trainings. We will also send you to other offices around country for mentorship/ training.
Your Background: We deal with clients who have money, some of them a lot…so whatever you do on your C.V.…show me that you have integrity, authenticity and that you are trustworthy. We need someone who at a minimum has a college degree and some work/ life experience. Your background could be medical, financial, sales, hospitality, real estate; but we want you to talk about what your real contribution is to whatever you have been doing. Send a resume but also write me a letter; not a business-y cover letter but a letter or a story that tells me who you are and what your why is and why you responded to this invitation. With Gratitude for reading this posting. We look forward to hearing your who, what, why and how. Be part of the Fabulous Four!
Who: We are a 3 person financial firm that specializes in helping those ready for retirement protect and grow their assets. Our primary focus is on educating and using financial products to put our clients in a place where their money grows with no losses. In life, we value love, positivity, connection, sense of humor, travel, family, beauty, wellness and spirituality. Family in the sense of everyone and every client in our company is ohana. We host a lot of “get togethers” from educational dinners of 40-60 people to smaller client activity-oriented events many times a month. Our largest client event has been 250. We do events at the best restaurants in town and even the founder’s home and our clients and network know us well- we are a strong tribe. The owner is a 4th generation kamaaina, graduate of Punahou, Wellesley and MA at USC and widely respected in business community. She holds insurance license and Series 65 (RIA).
What: We are looking for a sales support dynamo who can assist with the 30-40 seminars and client events we hold each year. You are good a creating rapport getting to know banquet coordinators, researching and contacting venues, managing a budget, mailing house, overseeing RSVPs and tracking attendance and communicating with guests both pre and post event, prepping material, and setting up and taking down audio/ visuals. You will also use CRM (Redtail) to maintain client records and log contact, update accounts, and pull reports. You will assist with tracking responses and client activity on spreadsheets. You aren’t just looking for a job, you are looking are looking for purpose in every day. You like helping people. You are a natural PR person. You know how to enhance our firm reputation through professionalism and courtesy to everyone.
Why: We truly believe in what we do and the owner/ founder follows the retirement strategies that she consults on. We want to help people. We believe deeply that what we do puts people in a better place. The company is growing quickly each year; from 2022 to 2024 our revenue increased 43%. The faster we grow, the faster you will grow both financially and as a seasoned business administrator.
How: We do this by educating retirees on financial products (tools/ vehicles/strategies) that many retirees are not aware even exist but have been widely used for 25 years. We educate them at dinner seminars at the finest restaurants in town including Mortons, Ruth Chris, and Roy’s.
You: You will receive a salary with bonus structure which will be negotiated upon your level of experience. This is a full time position with healthcare coverage. Our training is provided in-house, but expect to travel a few times a year on company’s dime to Las Vegas for trainings. We will also send you to other offices around country for mentorship/ training.
Your Background: We deal with clients who have money, some of them a lot…so whatever you do on your C.V.…show me that you have integrity, authenticity and that you are trustworthy. We need someone who at a minimum has a college degree and some work/ life experience. Your background could be medical, financial, sales, hospitality, real estate; but we want you to talk about what your real contribution is to whatever you have been doing. Send a resume. And also write me a letter; not a business-y cover letter but a letter or a story that tells me who you are and what your why is and why you responded to this invitation. With Gratitude for reading this posting. We look forward to hearing your who, what, why and how.