Events & Marketing Coordinator

Events & Marketing Coordinator

Comprehensive Financial Consultants

Full-time | $50,000–$70,000 annually, based on experience
In-person | Cicero, Indiana

About CFC

Comprehensive Financial Consultants is an independent financial planning and investment firm centered around our belief in serving clients “Every Step of the Way.”

We focus on helping individuals and families navigate retirement planning, investment management, tax planning, estate considerations, insurance, and long-term financial decisions through a personal, relationship-driven approach.

Learn more at www.cfcplans.com.

The Opportunity

We are seeking an organized, personable professional to plan and execute CFC’s client events, prospect events, and company events.

You will own event details from planning through follow-up and use your graphic design skills to create polished invitations, signage, presentations, and other materials. You will work closely with our advisors, office team, and Digital Marketing & Video Specialist.

This role requires someone who enjoys welcoming people, managing details, coordinating vendors, and ensuring commitments are completed.

Responsibilities

Event Planning & Coordination

• Maintain the calendar for client events, prospect events, and company events.
• Coordinate educational events, appreciation events, open houses, team gatherings, and other firm activities.
• Research and reserve venues and coordinate catering, printing, supplies, and other vendors.
• Develop event timelines, checklists, budgets, and staffing plans.
• Coordinate mailing lists, print quantities, mail drops, and promotional deadlines.
• Keep staff informed of assignments, schedules, and event requirements.

Registration & Attendee Communication

• Manage registration forms, attendee lists, confirmations, reminders, and event updates.
• Respond to attendee questions and communicate directions and logistical details.
• Coordinate appointment requests and scheduling handoffs with the office team.
• Maintain accurate contact records and communication preferences.

Graphic Design & Marketing Support

• Independently design invitations, flyers, signage, agendas, presentation materials, and event communications within CFC’s brand standards.
• Prepare files for digital distribution and professional printing.
• Adapt approved templates for different events and office locations.
• Coordinate review of event materials through CFC’s compliance process.
• Schedule approved emails and social content and maintain website event listings.

Event Execution

• Coordinate room arrangements, materials, signage, refreshments, and audiovisual needs.
• Manage check-in, hospitality, appointment requests, and event flow.
• Direct vendor and staff logistics and resolve issues as they arise.
• Coordinate setup, cleanup, and supply inventory.
• Help deliver a welcoming, professional experience for attendees.
• Record attendance, cancellations, no-shows, and appointment requests in CFC’s CRM; coordinate follow-up assignments with the appropriate staff.
• Track event costs, registrations, attendance, appointments, and improvement opportunities.

Cross-Training & Backup Coverage

Training will be provided for backup responsibilities in video, advertising, and marketing systems. Prior experience in these areas is helpful but not required.

• Assist with video recording sessions, equipment setup, and event footage.
• Learn basic video editing and routine marketing platform tasks.
• Provide backup coverage for approved email campaigns, social publishing, and basic website updates.
• Learn to monitor and pause advertising campaigns and make approved updates.
• Document event procedures and maintain accessible vendor records and materials.

Required Qualifications

• Experience coordinating events from planning through execution and follow-up.
• Graphic design experience, with examples of materials personally created.
• Proficiency with Canva, Adobe Creative Suite, or comparable design tools.
• Strong organization, attention to detail, and deadline management.
• Warm, professional written and verbal communication.
• Experience coordinating vendors, budgets, and multiple assignments.
• Comfort using registration systems, spreadsheets, databases, and email platforms.
• Ability to take ownership, anticipate needs, and work independently while keeping the team informed.

Experience in financial services, professional services, or hospitality is helpful but not required.

Schedule & Location

This is a full-time, in-person position based at CFC’s Cicero, Indiana office. Scheduled evening events and occasional weekend events are required, with the work schedule coordinated around the event calendar. Occasional travel to Avon and other event locations may be required.

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k) matching
• Paid time off

Work Location: In person

Salary : $50,000 - $70,000