Job Description

Event Planner

At Cambridge, we are committed to helping advisors build thriving businesses and deliver meaningful outcomes to their clients. You'll join a culture rooted in kindness, collaboration, and continual growth—where your work directly contributes to the success of independent financial professionals nationwide. Cambridge is more than a financial solutions firm. It's a place where your career and passion intersect. Realize your potential, make a positive impact, and discover your Something Wonderful!

Key Deliverables and Responsibilities

The Event Planner is responsible for organizing the creative development, execution, and implementation of the firm's conferences and events as identified by the leadership team. This role ensures that all events reflect the firm's quality standards and tone, including assisting with planning for Ignite, the firm's flagship national conference.

What You'll Do:

• Organize and manage all aspects of conferences and events, ensuring alignment with leadership objectives and brand standards.
• Lead event logistics including budgeting, venue booking, food and beverage arrangements, audiovisual equipment, décor, and conference materials.
• Coordinate travel arrangements for attendees and staff.
• Ensure consistent messaging and branding across all event-related communications.
• Consult and negotiate with vendors on event-related matters to ensure quality and cost-effectiveness.
• Maintain strong relationships with external partners and internal stakeholders.

What We Are Looking For

• Proven experience in event planning and execution, preferably in a corporate or professional services environment.
• Strong organizational and project management skills with attention to detail.
• Excellent communication and negotiation abilities.
• Proficiency in budgeting and vendor management.
• Ability to work collaboratively and lead a team effectively.
• Familiarity with marketing and promotional strategies for events.

• Assist management with site visits and contribute to annual event calendar planning.
• Support future event strategies by researching trends and incorporating innovative ideas.
• Familiarity with hybrid or virtual event platforms.
• Ability to analyze event metrics and ROI for continuous improvement.

Location: Phoenix, AZ (Thomas & Central) or Fairfield, IA – Hybrid in-office 3x/week

Travel: 20% nationwide travel

Salary Range: $65-70,000/year

The salary range provided is a good faith estimate based on the ideal candidate's qualifications, the company's operational needs, and other factors permitted by law. Actual compensation may vary depending on experience, skills, education, performance, internal equity, and geographic location.

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

• Premium benefit package including medical, vision, dental, life and long-term disability insurance
• Vacation/sick time
• 401K retirement plan with company matching program
• Eleven paid holidays

You can find more details about our comprehensive benefits package here.

Company Overview:

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products.

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