Revision Wealth Management · 11 hours ago
Marketing & Events Coordinator
Jacksonville, FL
Full-time
Onsite
Entry Level
2+ years expRevision Wealth Management is a premier wealth management firm headquartered in Jacksonville, Florida. The Marketing and Events Coordinator is responsible for executing marketing events and managing the qualification and follow-up process to ensure advisors meet with the right individuals.
Financial Services
Responsibilities
Coordinate and attend all marketing and client-facing events
Manage event logistics including invitations, registrations, and onsite execution
Ensure events align with the firm’s elevated brand and client experience standards
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
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
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
Manage multiple events, timelines, and follow-ups simultaneously
Adapt quickly to changing priorities and client needs
Maintain professionalism, discretion, and accountability
Qualification
Required
Bachelor's 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
Company
Revision Wealth Management
Revision Wealth Management is a trusted leader in wealth management, with over 30 years of experience partnering with individuals, families, small businesses, and organizations to provide exceptionally tailored financial solutions.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase