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Director, Acquisition Planning
4 weeks ago
If you enjoy the sales and onboarding process without cold calling, we have the role for
Searching for highly motivated sales-driven financial advisors to take on the role of
Director, Client Engagement with Creative Planning. client acquisition. At Creative Planning, we are proud to be a top- ranked independent wealth advisory firm,
Meet with incoming prospects who reached out to Creative Planning
• Collaborate with internal Brand Ambassador team who sets the initial client
Hold a meaningful introductory meeting with client leads to explore if Creative
Planning is a good fit for their needs
• Communicate the depth of services Creative Planning offers
• Help facilitate client onboarding
5 years financial services experience including direct sales with investment clients
• Solid knowledge and ability to present complex financial topics to clients
• Bachelor’s degree, preferably in a related field such as finance, business,
10 or more years financial services experience to including direct sales with
Graduate degree consisting of JD, MBA or CPA
Understanding and previous use of Windows
• Proficiency in MS Word, Excel and PowerPoint
• Understanding of mobile operating systems such as Android or IOS
•
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