Associate Meeting Planner

Gradient Financial Group; Arden Hills (MN); Hybrid; USD 52,000 - 72,000; Full time

Benefits offered by this job

Competitive compensation

4 weeks PTO + 9 holidays

Medical, dental, vision, life, and 401

8 hours of paid volunteer time off (VT

Hybrid remote work options

Professional development and training

Job summary

Gradient Financial Group is seeking an Associate Meeting Planner to coordinate national and local meetings, manage logistics, and create positive attendee experiences for Financial Services Professionals nationwide.

You will handle budgeting, vendor coordination, and registration processes while collaborating with leadership and internal teams to ensure successful events and timelines.

Qualifications

• Minimum 2 years of meeting and event planning or related experience.
• Experience with budgeting, vendor management, and project planning.
• Proficiency in Microsoft Office, including Outlook.
• Strong organizational and communication skills.

Responsibilities

• Coordinate national and local meetings and events, typically 20–100 attendees.
• Manage event logistics including registration, hotel, transportation, AV, and catering.
• Coordinate dietary restrictions and special accommodations for attendees.
• Assist with event budgets, billing, and expense tracking.
• Partner with leadership, vendors, and internal teams to ensure event success.
• Develop and maintain event timelines, project plans, and registration processes.
• Coordinate onsite event support and travel teams as needed.
• Build relationships with Financial Services Professionals, vendors, and internal teams.
• Support process improvements, team training, and other meeting initiatives.

Skills

Meeting planning

Organization

Communication

Problem-solving

Multitasking

Customer-focused

Travel flexibility

Education

Bachelor's degree

Tools

Microsoft Office (Outlook)

Job description

Do you enjoy planning events, coordinating details, and bringing people together? If you're organized, adaptable, and thrive in a fast-paced environment, this could be a great opportunity to join Gradient Financial Group as an Associate Meeting Planner. In this role, you'll coordinate meetings and events, manage logistics, and create positive experiences for attendees and Financial Services Professionals across the country. Gradient Financial Group is a financial services organization with twelve specialized entities serving independent financial professionals and their businesses nationwide.

What You’ll Do

• Coordinate and execute national and local meetings and events, typically ranging from 20–100 attendees.
• Manage event logistics, including registration, hotel accommodations, transportation, audiovisual needs, and food and beverage.
• Coordinate dietary restrictions and special accommodations for attendees.
• Assist with event budgets, billing, payment processing, and expense tracking.
• Partner with leadership, vendors, and internal teams to ensure successful event execution.
• Develop and maintain event timelines, project plans, and registration processes.
• Coordinate onsite event support and travel teams as needed.
• Build positive relationships with Financial Services Professionals, vendors, and internal team members.
• Support process improvements, team training, and other meeting and event initiatives.

What You Bring

• Minimum 2 years of meeting and event planning, hospitality, or related experience - Required
• Bachelor's degree - Preferred
• Experience with event coordination, budgeting, vendor management, and project planning.
• Proficiency in Microsoft Office, including Outlook.
• Strong organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs.
• Strong interpersonal skills and a customer-focused approach.
• Flexibility to work occasional irregular hours and travel as event schedules require.

Our Benefits

• Competitive compensation and comprehensive benefits
• 4 weeks of accrued PTO, plus 9 paid holidays
• Medical, dental, vision, life insurance, and 401(k)
• 8 hours of paid volunteer time off (VTO)
• Hybrid remote work options
• Ongoing professional development and training
• A collaborative team that values teamwork, initiative, and growth

Why You’ll Love Working Here

At Gradient, we set high expectations, but we back them with support, collaboration, and opportunities to grow. If you're positive, organized, and enjoy working alongside motivated teammates, you'll feel right at home.