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Meeting Planner Jobs in San Diego, CA (NOW HIRING)

Wealth Planner

San Diego, CA · On-site

$75K - $90K/yr

The planner will also assist with client meetings and present findings and recommendations. Primary Responsibilities: * Assist advisory team with onboarding of new clients: customize our standard ...

Exercise Planner

Oceanside, CA

$55.90K - $76.60K/yr

Participate in planning meetings and develop and present plans documentation * Assist in observer/controller activities and document lessons learned for after action reporting * Support exercise ...

Evacuation Planner

Encinitas, CA

$58K - $79.50K/yr

Familiarity with emergency planning procedures and standards, the Incident Command System, and ... Attend meetings to discuss the results of project-related assessments and analyses; present ...

Exercise Planner

Oceanside, CA · On-site

$90K - $145K/yr

Participate in planning meetings and develop and present plans documentation * Assist in observer/controller activities and document lessons learned for after action reporting * Support exercise ...

Evacuation Planner

San Diego, CA

$57.30K - $78.60K/yr

Familiarity with emergency planning procedures and standards, the Incident Command System, and ... Attend meetings to discuss the results of project-related assessments and analyses; present ...

Medical Planner

San Diego, CA · On-site

$57.30K - $78.60K/yr

Overview National multidisciplinary design firm is seeking a talented Medical Planner to join either their San Diego or Los Angeles office. In this role, you will be a leader and an integral part of ...

Planner - Estimator

San Diego, CA · On-site

$24 - $30/hr

CTR Group is seeking Planner / Estimators (Specification Writers) to support our Shipyard Client in San Diego, CA. Several Temp-Hire Positions available! Seeking local candidates only. Pay Rates: $24 ...

Principal Planner

Del Mar, CA · On-site +1

$129.69K - $157.64K/yr

Prepares for and manages input for Design Review Board, Planning Commission and City Council meetings; serves as a professional/technical resource to these bodies; prepares and makes oral ...

Principal Planner

Del Mar, CA · On-site

$129.69K - $157.64K/yr

Prepares for and manages input for Design Review Board, Planning Commission and City Council meetings; serves as a professional/technical resource to these bodies; prepares and makes oral ...

Candidate will provide planning leadership in various tasks/projects to include running weekly build plan meetings, performance monitoring and presenting to upper management, work with procurement on ...

Candidate will provide planning leadership in various tasks/projects to include running weekly build plan meetings, performance monitoring and presenting to upper management, work with procurement on ...

Company Description Responsible for planning, scheduling, ordering, coordinating, and delivery of ... Call meetings as-needed * Manage inventory counts and levels * Request deliveries of existing ...

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Meeting Planner information

See San Diego, CA salary details

$36.9K

$70.3K

$102.2K

How much do meeting planner jobs pay per year?

As of May 28, 2026, the average yearly pay for meeting planner in San Diego, CA is $70,321.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,800.00 and $79,200.00 per year, depending on experience, location, and employer.

What Is a Meeting Planner?

Meeting planners organize large meetings or events for businesses and organizations. They are commonly found working for the health care industry and for any large corporations. Organizations hold meetings and conventions for a variety of reasons, including team-building, guest speakers, and professional training. The day-to-day duties of a meeting planner involve coordinating all aspects of the gatherings from beginning to end, which may include selecting a location, negotiating contracts, arranging logistics, hiring caterers, and obtaining lodging for attendees. While event management is the most significant portion of the job, responsibilities also include staying within budget, following any regulatory guidelines, and reporting on the event to supervisors. Meeting planners often work as an employee of the company they plan for, but they may also work with an outside planning services agency.

What are the key skills and qualifications needed to thrive as a Meeting Planner, and why are they important?

To thrive as a Meeting Planner, you need excellent organizational skills, attention to detail, and a background in hospitality or event management, often supported by a bachelor's degree or CMP (Certified Meeting Professional) credential. Familiarity with event management software, budgeting tools, and virtual meeting platforms like Cvent or Zoom is typically required. Strong communication, problem-solving, and negotiation skills help you manage vendors, clients, and logistics smoothly. These abilities are crucial for ensuring seamless event execution, client satisfaction, and the ability to adapt to changing requirements.

What are some common challenges Meeting Planners face when coordinating large-scale events, and how can they be addressed?

Meeting Planners often encounter challenges such as managing last-minute changes, coordinating with multiple vendors, and ensuring all stakeholders are aligned on event details. Addressing these issues requires strong organizational skills, proactive communication, and the ability to adapt quickly to new information. Utilizing project management tools, maintaining detailed timelines, and fostering strong relationships with reliable vendors can help streamline the event planning process and minimize potential disruptions.

What does a Meeting Planner do?

A Meeting Planner is responsible for organizing and coordinating all aspects of professional meetings and events. This includes tasks such as selecting venues, managing budgets, arranging transportation and accommodations, coordinating audiovisual needs, and ensuring the event runs smoothly. Meeting Planners work closely with clients and vendors to meet the specific objectives and requirements of each event. They also handle logistics, troubleshoot issues as they arise, and may oversee post-event evaluations to measure success.

What is the difference between Meeting Planner vs Event Coordinator?

AspectMeeting PlannerEvent Coordinator
CredentialsCertifications like CMP or CMMCertifications vary; often no formal credentials required
Work EnvironmentCorporate, conference centers, hotelsWeddings, festivals, corporate events
Industry UsageBusiness, corporate, association meetingsWeddings, social events, festivals
Common Search IntentPlanning corporate meetings and conferencesOrganizing social and special events

While both roles involve event organization, Meeting Planners primarily focus on corporate and professional meetings, requiring specific certifications and working mainly in business environments. Event Coordinators handle a broader range of social and public events, often with less formal credentials. Understanding these differences helps in choosing the right career path or service provider.

What are the most commonly searched types of Meeting Planner jobs in San Diego, CA? The most popular types of Meeting Planner jobs in San Diego, CA are:
What cities near San Diego, CA are hiring for Meeting Planner jobs? Cities near San Diego, CA with the most Meeting Planner job openings:
Infographic showing various Meeting Planner job openings in San Diego, CA as of May 2026, with employment types broken down into 85% Full Time, and 15% Part Time. Highlights an 49% Physical, 12% Hybrid, and 39% Remote job distribution, with an average salary of $70,321 per year, or $33.8 per hour.
Wealth Planner

Wealth Planner

Cerity Partners

San Diego, CA • On-site

$75K - $90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Job description

Position Summary:
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a Wealth Advisor in managing client relationships. Alongside the advisor, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner will also assist with client meetings and present findings and recommendations.
Primary Responsibilities:
  • Assist advisory team with onboarding of new clients: customize our standard contract with new client information, obtain all appropriate forms from custodian, and work with each new client to ensure accurate completion. Coordinate submission with the custodian for processing.
  • Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
  • Processing account openings, depositing electronic checks, moving money, and processing tasks with custodians.
  • Proactively interact with clients and assist in creating an outstanding client experience.
  • Schedule client meetings.
  • Receive client calls and resolve questions/issues as needed.
  • Analyze and input client data into financial planning software.
  • Assist with the timely completion and submission of all client related transaction requests.
  • Preparing forms and reports for client meetings.
  • Conduct independent research and build financial plans for prospective clients.
  • Develop client recommendations with assistance from the Wealth Advisor.
  • Assist in building comprehensive financial plans.
  • Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
  • Ongoing maintenance and quality control of CRM.
  • Other duties as assigned
Required Credentials:
  • Bachelor's degree
  • Series 65 (to be obtained within three months of hire date)
  • 2+ years financial planning, estate planning and/or tax planning/ preparation experience
  • Pursuing or has attained a CFP
Skills & Competencies:
  • Ability to talk to clients independently
  • Ability to train and mentor Client Service Associates
  • Ability to develop wealth planning and investment recommendations and present to clients when applicable
  • Working knowledge of e-Money, Salesforce a strong plus.
  • Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
  • Must accept and thrive in a fast-paced, changing environment.
  • Ability to build and maintain relationships with potential and current clients.
  • Tenacious about doing what is right for the client - always.
Physical Requirements:
  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.
Compensation Range:
$75,000-90,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
  • Health, dental, and vision insurance - day 1!
  • 401(k) savings and investment plan options with 4% match
  • Flexible PTO policy
  • Parental Leave
  • Financial assistance for advanced education and professional designations
  • Opportunity to give back time to local communities
  • Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.