Marketing & Events Coordinator

Salary:

Who We Are

Revision Wealth Management is a premier wealth management firm headquartered in Jacksonville, Florida. We serve clients through a coordinated strategy that aligns income, investments, taxes, insurance, and estate planning. We are a firm driven by growth, guided by values, and powered by an exceptional team.

Position Summary

The Marketing and Events Coordinator is responsible for executing all firm marketing events and managing the qualification and follow-up process to ensure advisors are meeting with the right individuals. This role attends events, conducts qualification calls, manages post-event follow-up, and supports conversion from prospect to engaged client. This position requires strong communication skills, high attention to detail, and the ability to manage multiple priorities in a fast-paced, client-facing environment.

Key Responsibilities

Event Planning and Execution

• Coordinate and attend all marketing and client-facing events.
• Manage event logistics including invitations, registrations, and onsite execution.
• Ensure events align with the firms elevated brand and client experience standards.

Qualification and Follow-Up

• Conduct qualification calls with prospects and referrals.
• Complete timely follow-up calls and communications after events.
• Ensure appropriate scheduling with advisors based on prospect fit and readiness.

Advisor and Team Coordination

• Work closely with advisors to prepare for meetings and events.
• Maintain accurate CRM records and tracking of prospects.
• Support a smooth handoff from marketing to advisory teams.

Marketing and Communication Support

• Assist with event-related communications, confirmations, and reminders.
• Represent the firm professionally in all client interactions.
• Utilize CRM and scheduling tools effectively to track activity and outcomes.

Execution in a High-Growth Environment

• Manage multiple events, timelines, and follow-ups simultaneously.
• Adapt quickly to changing priorities and client needs.
• Maintain professionalism, discretion, and accountability.

Qualifications

• Bachelors degree in Marketing, Communications, Business, or a related field preferred.
• Two or more years of experience in marketing, events, client service, or coordination roles.
• Strong phone presence with the ability to conduct qualification calls.
• Excellent organizational skills and follow-through.
• Comfort working in fast-paced, client-facing environments.
• Technology proficiency including CRM and scheduling platforms.
• Strong written and verbal communication skills.