Events & Meetings Planner — Hybrid, National Programs

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

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.