Event and Marketing Coordinator

At Weave Wealth Partners, we believe financial planning should feel coordinated, thoughtful, and personal. We help clients gain clarity and confidence by weaving together investment management, tax strategy, retirement planning, estate considerations, and life goals into a cohesive financial plan. Our approach emphasizes clear communication, long-term relationships, and guidance that adapts as our clients’ lives evolve.

Weave Wealth Partners is seeking a detail-oriented and relationship-focused Event & Marketing Coordinator to support our client experience, marketing initiatives, and internal culture. This role plays a key part in strengthening client relationships, enhancing brand presence, and ensuring thoughtful recognition of important client and employee milestones—while operating within a compliant financial advisory environment.

The ideal candidate is highly organized, proactive, and enjoys coordinating meaningful experiences that reinforce long-term relationships.

Key Responsibilities

Client & Employee Events

• Plan and execute client appreciation and employee appreciation events from start to finish, including:

  • Securing venues and vendors.

  • Coordinating activities, food, and logistics.

  • Managing RSVPs and attendance tracking.

  • Securing and coordinating sponsor and wholesaler funding.

• Ensure all events align with firm branding and compliance guidelines.

Client & Employee Recognition

• Ensure thoughtful and timely delivery of client birthday cards to enhance client relationships.

• Coordinate gifts and cards to recognize important client life events (e.g., milestones, celebrations, condolences).

• Track and execute employee birthday and work anniversary recognition.

Marketing & Communications Support

• Liaise with the firm’s external marketing company regarding:

  • Monthly client newsletters.

  • Website updates.

  • Social media content and scheduling.

• Assist with maintaining a consistent brand voice across all client-facing materials.

Compliance & Administrative Support

• Maintain accurate compliance logs related to client gifting and correspondence.

• Ensure all marketing activities, events, and client outreach comply with firm and regulatory standards.

Advisor & Business Support

• Schedule wholesaler office visits and coordinate logistics.

• Assist with client segmentation efforts to support targeted marketing and communication strategies.

Qualifications & Experience

• Required Experience: 2–4 years of experience in event coordination, marketing support, client relations, or related roles.

• Experience in financial services or a compliance-driven environment is a plus.

• Strong organizational, project management, and communication skills.

• Comfort working with external vendors and marketing partners.

• Proficiency with CRM software, event planning tools, and the Microsoft Office suite (or similar tools) is preferred.

What We Offer

Weave Wealth Partners offers generous employee benefits including 100% health insurance premium coverage for families, dental and vision insurance fully paid by employer, 10% 401(k) profit sharing match and unlimited PTO.