Commonwealth Financial Network

Conferences and Events Planner

Job ID
# of Openings
Conferences & Events


Commonwealth Financial Network® is the largest privately held independent broker/dealer–RIA in the U.S., with offices in Waltham, Massachusetts, and San Diego, California. Since 1979, we’ve been helping our field force of independent financial professionals help investors pursue their financial goals. We do that by providing them with the technology, research, resources, and support that allow them to keep their focus on what’s most important: investors and their financial objectives.


With that said, we are not your typical financial services firm. For starters, we’re a fast-growing company, and we think and have fun like a start-up. Conveniently located on the commuter rail near the intersection of Route 95 and the Mass Pike, we’re accessible from anywhere—and away from the congestion of a downtown commute.


Commonwealth recognizes that our people are our greatest asset by investing in training and professional development. As a result, Commonwealth has been recognized 36 times (and counting) as one of the Best Places to Work by top publications in the region (Boston Globe, Boston Business Journal, San Diego Business Journal, San Diego Union-Tribune), as well as in the IT industry (Computerworld). With high marks in areas such as work environment, work/life balance, job satisfaction, and opportunities for advancement, Commonwealth is a place where you can thrive.


Discover what it’s like to be psyched to come to work every day! We offer you:


  • A generous bonus plan
  • Stock options and use of vacation properties (Cape Cod, Lake Winnipesaukee, Sunday River, Key Biscayne, Las Vegas, the Bahamas, and the Dominican Republic)
  • A more relaxed, “dress for your day” dress code
  • A free on-site fitness center
  • Ample opportunity to volunteer with and support local charities
  • A VTO (volunteer time off) day to use toward a cause that’s important to you
  • Tuition reimbursement
  • Free breakfast on Fridays
  • A competitive benefits package—and much more

About the Opportunity

Our 10-person Conferences and Events team is looking for a planner to share in our passion for creating signature events. Would you describe yourself as someone who’s very personable, with a professional and personal demeanor that exudes polish? Are you the type who zeroes in on every little detail? Who’s flexible enough to roll with changes and agile enough to juggle a wide array of duties in a fast-paced environment?
If you think you have what it takes to help plan and host our educational and incentive conferences, as well as special events—and you are looking for growth and increased responsibility in your career—then let’s talk.


  • Conceptualizing, designing, and executing creative and engaging conferences and events—often occurring simultaneously—ensuring that each project plan is on track and that deadlines are met
  • Ensuring that each conference and event reflects the client’s goals and exceeds his or her expectations
  • Coordinating all aspects of conference logistics, including travel manifests, budget, hotel details, and agenda formation
  • Selecting venues, décor, restaurants, activities, and entertainers that are in line with the Commonwealth brand
  • Identifying, sourcing, and coordinating support services for events (gifts, photographer, audiovisual, transportation, etc.)
  • Maintaining and strengthening external client relationships to ensure trust and satisfaction with the stated expectations and goals
  • Overseeing the technology and operational processes for conferences and events; making recommendations for improvements
  • Serving as a liaison between the Conferences and Events team and Design for all assigned conferences and events; overseeing the creation and production of  program marketing materials; ensuring that all deadlines are met
  • Mastering our internal conference software, Cvent


  • Strong project management skills with at least 4 years of experience in planning and executing events; significant exposure to incentives, food and beverage, entertainment, design/copywriting, budgeting, and project management
  • Enthusiastic, energetic, and personable demeanor; must have a great attitude and be customer focused
  • Creative and innovative; a self-starter who generates ideas
  • Able to remain calm and stay focused under pressure; strong organizational skills and attention to detail
  • Strong follow-up and time management skills; able to juggle a variety of duties
  • A positive and adaptable approach to problem solving
  • Demonstrated negotiation skills
  • A team player; respectful of other people’s time
  • A high level of proficiency with Microsoft Word, Excel, Outlook, and online research preferred
  • Ability to travel up to 35 percent of your time
  • Meeting management certification and financial services industry experience a plus


Have we piqued your curiosity? Can you see yourself thriving in this career opportunity, as well as our Anything but Common® workplace culture? If so—and if your background and experience align with our needs—please do submit your application right away.


Commonwealth Financial Network® is an equal opportunity employer that is committed to a diverse workforce.


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