Endependence Financial is hiring: Marketing and Event Coordinator in Escondido

Job Title: Marketing and Event Coordinator

Company: Endependence Financial

Location: North County San Diego Area (Hybrid: Work mostly from home!)

About Us:

At Endependence Financial, we’re all about helping people retire the right way—by freeing them from the 9-5 grind so they can live their best lives. We’re a fresh, fast-growing financial planning firm with big dreams and a professional, start-up vibe. If you're looking for a place where you can wear lots of hats, be creative, and make a real impact, you’ve found the right team! Join us as we help Americans achieve financial independence and enjoy life on their own terms. Intrigued? Check us out at www.efteam.us to learn more.

What You’ll Be Doing:

Ready to jump into a hybrid role where every week is a mix of remote work and in-person events? In this position, you’ll spend 75% of your time working from the comfort of your home (hello Zoom!), and the remaining 25% at live events across North County San Diego, including, but not limited to the Escondido, Vista, Poway, Rancho Bernardo, and Temecula areas. You'll be setting up for events at a variety of venues - libraries, restaurants, community centers—so you’ll never get bored! Here’s what you’ll be up to:

• Event Coordination: Help create buzz for our live events with mailers, fun social media invites, and all the logistics needed to pull it off without a hitch. There’s no need to create these invites from scratch as we already have a creative team who loves coming up with this for us!
• Event Prep: From name tags and folders to tablecloths and evaluation sheets, you’ll make sure every event is ready to go, down to the smallest detail.
• Public Speaking (just a little!): You’ll introduce our awesome financial advisors at events (don’t worry, no need to give presentations—just a little intro to make us look good!).
• Client Engagement: After the event, you’ll be the go-to person for setting up one-on-one appointments with attendees. Making new connections = your jam.
• Social Media & Email Magic: You’ll also be managing social media posts and email campaigns to keep our audience in the loop and excited about our events. Again, no need for content creation here.
• CRM Hero: Help our administrative team by uploading new prospects into the CRM system, tagging them, and scheduling follow-up tasks like a pro.
• Client Love: Send out thank-you cards, gift boxes, and all-around awesome appreciation gestures to keep our clients feeling special.
• No Cold Calling: Yep, you read that right—NO cold calling in this role. Just the fun stuff! Still, you need to feel comfortable calling to confirm seats, reservations, and dinner orders!

What We’re Looking For:

We’re seeking someone who is energetic, organized, and upbeat—someone who loves to make things happen! Here's what you’ll need:

• Reliable Wheels: You’ll need a car and the ability to travel to various event locations 2-4 times a month (don’t worry, we’ll reimburse mileage).
• Remote-Ready: You’ll be working from home a lot, so you’ll need reliable internet and a tidy, quiet workspace.
• Event Availability: Must be available for 2-4 live events per month, usually from 5:00 pm – 8:00 pm.
• Organized & Communicative: You’re the type of person who loves keeping things organized and can communicate clearly (whether it’s in an email or face-to-face).
• Tech-Savvy: You’re familiar with simple CRM systems, Outlook, and Excel. Nothing too crazy!
• People Person: You love meeting new people and chatting it up (small talk is your superpower).
• Start-Up Vibe: You’re flexible, adaptable, and can roll with the changes that come with a growing company. This is not your parents’ 9 to 5.
• Professional Attire: When working from home, keep your sweatpants on! But when running live events, our advisors suit up with no tie. Expect to dress professionally during our live events!
• Bonus (but not required): Video editing skills Think: adding intro music, fades, and making our event videos pop! Nothing too crazy, think Clipchamp or iMovie).

Perks of the Job:

• Starting at $18/hour, with a performance review and potential increase after 90 days.
• Part-time hours: 20-25 hours per week (with the possibility of going full-time as we grow!).
• Bonuses awarded for acquiring new clients—because who doesn’t love a little extra for hard work?
• Company conferences throughout the year (we travel to fun places!).
• Career growth opportunities in a fast-paced, expanding company.
• Work-life balance: We’re all about a collaborative culture and making sure you have time for what matters.

How to Apply:

Ready to apply? Here’s how:

• Send your resume and cover letter to tyler@efteam.us and make sure you use blue font for your resume and cover letter. Send them both them as pdf documents. You must email Tyler in addition to submitting on LinkedIn. Any applications in other colors, non-pdf formats or missing an email submission will be disqualified and not considered. In the subject line of your email write out exactly the example sentence below using your first name and your last initial followed by the exact phrase below. Please include the dash.
• Example Sentence: “Tyler J. - Interested in New Position at EF”
• In your cover letter, tell us:
• Why you’re excited to work in a professional, start-up environment.
• What past experiences make you a perfect fit for this role.
• Explain your current availability and future outlook regarding flexibility and growth.
• And, of course, what your favorite dessert is (because we like to know the important things!)

If your resume fits the bill, we’ll reach out to schedule an initial interview. Cheers!