Marketing & Events Assistant.

Marketing & Events Assistant

Strategy Financial Group | Phoenix, Arizona
Reports to: Chief Marketing Officer
Salary Range: $60,000 - $65,000
Full-Time | On-site

About Strategy Financial Group

Strategy Financial Group is more than just a financial planning firm – we are a vibrant, close-knit family dedicated to helping our clients thrive in retirement. Built on honesty, integrity, and putting clients first, we create lifelong relationships rooted in trust. As we continue to grow, we’re looking for a detail-oriented and energetic Marketing & Events Assistant to support our team and marketing initiatives.

About the Role

This is a hands-on, multifaceted position that combines event coordination, graphic design, and marketing communications.

You'll play an important role in supporting our educational seminars, workshops, and client appreciation events while developing creative materials and communications that strengthen our brand and engage our audience.

We're looking for someone who is highly organized, creative, resourceful, and comfortable balancing multiple priorities in a fast-paced environment.

The ideal candidate is equally comfortable coordinating event details, designing a professional presentation, writing a compelling client email, and collaborating with teammates to bring projects across the finish line.

Key Responsibilities

Event Coordination & Execution

• Support the planning, coordination, and execution of educational seminars, workshops, webinars, and client appreciation events.

• Coordinate event-related communications, invitations, presentations, signage, and promotional materials.

• Provide onsite event support, including setup, attendee experience, and event execution.

• Track event details, maintain accurate records, and assist with post-event reporting.

• Collaborate with the events and marketing team to identify opportunities to improve event processes and experiences.

Graphic Design & Creative Production

• Design and update marketing materials, including direct mail, social media graphics, event invitations, brochures, and client communications.

• Ensure all creative materials align with company brand standards and messaging guidelines.

• Maintain marketing collateral, promotional materials, and inventory.

• Support the development of new creative concepts and campaign materials.

Client Communications & Content Development

• Develop clear, professional, and engaging content for marketing materials and digital communications.

• Coordinate the preparation, review, and distribution of client communications.

• Ensure all communications reflect the firm's brand voice, maintain a high standard of accuracy, and follow applicable compliance review procedures.

• Collaborate with internal teams to support timely, consistent communication with clients and prospects.

Marketing & Administrative Support

• Assist with the execution of marketing campaigns and department initiatives.

• Support social media content development and other digital marketing needs.

• Track project timelines, deliverables, and assigned responsibilities.

• Utilize marketing technology and AI-powered tools to improve efficiency and creative production.

• Identify opportunities to streamline processes, improve workflows, and enhance team productivity.

Required Qualifications

• 2+ years of experience in marketing, event coordination, communications, or a related role.

• Strong organizational skills and ability to manage multiple projects simultaneously.

• Demonstrated graphic design experience with proficiency in Canva and/or Adobe Creative Suite.

• Excellent written communication, editing, and proofreading skills.

• Strong Microsoft Office skills, particularly PowerPoint, Word, and Excel.

• Experience coordinating events, managing logistics, or supporting event execution.

• Exceptional attention to detail and commitment to producing high-quality work.

• Ability to work independently, take initiative, and meet deadlines.

• Strong interpersonal skills and a collaborative, service-oriented mindset.

• Willingness to attend and support events onsite, including some evenings and occasional weekends.

Preferred Qualifications

• Bachelor's degree in marketing, communications, or a related field.

• Experience in financial services, wealth management, or another professional services environment.

• Experience with Salesforce or similar CRM platforms.

• Familiarity with email marketing platforms and digital communications.

• Experience creating client-facing marketing materials and presentations.

• Familiarity with AI-powered marketing and productivity tools.

• Experience supporting multiple events or campaigns simultaneously.

The Ideal Candidate

Organized and detail-oriented. You can manage competing priorities, keep projects on track, and catch the small details that make a big difference.

Creative and resourceful. You have a strong eye for design, write clearly, and enjoy bringing ideas to life.

Proactive and accountable. You anticipate needs, take ownership of assignments, and follow through without constant oversight.

Adaptable and solutions-focused. You remain composed when priorities shift, solve problems independently, and respond constructively to challenges.

Collaborative and service-minded. You enjoy supporting teammates, working with vendors, and creating positive experiences for clients and guests.

Curious and growth-oriented. You embrace feedback, enjoy learning new skills, and look for opportunities to improve how work gets done.

Our Culture & Core Values

Our mission is to empower smart people to make informed decisions to thrive in retirement.

We are guided by five core values:

• We have a growth mindset.

• We do the right thing.

• We have a commitment to excellence.

• We put people first.

• We are a family.

We believe great results come from people who take pride in their work, support one another, and consistently strive to improve.

What We Offer

• A supportive, collaborative team environment.

• Opportunities for professional development and growth.

• Competitive compensation and benefits.

• Exposure to diverse marketing initiatives, creative projects, and events.

• The opportunity to contribute to a growing, mission-driven organization.