Northern Colorado Event Planner
Budget: $25 – $50 USD
SummitView Advisors is female led with nearly 30 years of experience in the industry. We provide tailored financial advice and services to meet the needs of you and your family. About every six weeks, we hold an event that is nothing like your typical “retirement seminar”. Our advisor, Holly, loves meeting clients and their friends and connecting people who can potentially help one another. These events are also held virtually, for anyone out-of-state or unable to attend in person.
We are looking to add an event planner in the Northern Colorado area to our team. We need someone that can coordinate both virtual and in-person events, so experience running events on Zoom is a must. Additionally, we need help refining our list of contacts and calling specific prospects or clients to invite them to our events. A strong sense of organization and experience organizing large lists of contacts are ideal. We are hoping to find someone with the following qualities:
Quick learner, receptive
Outgoing, fun, young at heart
Tech savvy
Eye for design
Detail-oriented
Reliable and self-motivated
Open to learning
A shared enthusiasm for lively, thoughtful events
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC, Advisory service through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SummitView Advisors are not affiliated.
We are looking to add an event planner in the Northern Colorado area to our team. We need someone that can coordinate both virtual and in-person events, so experience running events on Zoom is a must. Additionally, we need help refining our list of contacts and calling specific prospects or clients to invite them to our events. A strong sense of organization and experience organizing large lists of contacts are ideal. We are hoping to find someone with the following qualities:
Quick learner, receptive
Outgoing, fun, young at heart
Tech savvy
Eye for design
Detail-oriented
Reliable and self-motivated
Open to learning
A shared enthusiasm for lively, thoughtful events
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC, Advisory service through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SummitView Advisors are not affiliated.