![BerganKDV](https://media.trabajo.org/img/noimg.jpg)
Director of Client Engagement
4 weeks ago
Title: Director, Client Engagement
Location: Various Locations
Job Description: JOB SUMMARY
If you enjoy the sales and onboarding process without cold calling, we have the role for
you Searching for highly motivated sales-driven financial advisors to take on the role of
Director, Client Engagement with Creative Planning. In this pivotal role, your sole focus is
client acquisition. You will meet with qualified prospects delivered through our marketing
lead channels to learn more about the prospective client's needs and share with them our
breadth of services.
At Creative Planning, we are proud to be a top- ranked independent wealth advisory firm,
but prouder of the work culture we have developed.
We do not accept resume submissions from third-party recruiters or staffing agencies.
Please contact our recruiting team directly.
JOB DUTIES
* Meet with incoming prospects who reached out to Creative Planning
* Collaborate with internal Brand Ambassador team who sets the initial client
meeting for you
* 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
REQUIRED EXPERIENCE / QUALIFICATIONS
* CFP certified
* Series 65 (or equivalent)
* 5 years financial services experience including direct sales with investment clients
* Solid knowledge and ability to present complex financial topics to clients
* Ability to handle highly detailed work with a great degree of accuracy
* Bachelor's degree, preferably in a related field such as finance, business,
or marketing
PREFERRED EXPERIENCE / QUALIFICATIONS
* 10 or more years financial services experience to including direct sales with
investment clients
* Graduate degree consisting of JD, MBA or CPA
TECHNICAL SKILLS
* Understanding and previous use of Windows
* Proficiency in MS Word, Excel and PowerPoint
* Understanding of mobile operating systems such as Android or IOS
* Ability to adapt and integrate new technology quickly
na
-
Associate Director, Client Services
4 weeks ago
Walnut Creek, United States Century Group Full timeOur Walnut Creek office is currently hiring an Associate Director of Client Services, responsible for developing and maintaining long-term relationships with area business leaders. This role is crucial to expanding new and existing client opportunities - demanding detailed-oriented professionals who thrive in a results-driven, fast-paced and collaborative...
-
Client Director- Northern California
2 weeks ago
Walnut Creek, California, United States Black & Veatch Corporation Full timeJob Title: Client Director at Black & Veatch CorporationAre you ready to be part of a team that is making a difference in the world by tackling humanity's biggest challenges? At Black & Veatch, an employee-owned company with over 100 years of experience in sustainable infrastructure, our people are at the core of our success. As a Client Director, you will...
-
Health Engagement Manager
4 weeks ago
Walnut Creek, California, United States The Cigna Group Full timeThe job profile for this position is Health Engagement Senior Supervisor, which is a Band 3 Management Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is right...
-
Health Engagement Manager
2 weeks ago
Walnut Creek, California, United States Cigna Full timeExecutionLeads Health Engagement Consultant ConsultantsReports into market's Health Engagement DirectorManages a staff of health engagement professionals who are responsible for delivering health promotion and wellness programs.Guides client/customer focused problem resolution and influences/leads process improvementPromotes the organization's health and...
-
Health Engagement Manager
4 weeks ago
Walnut Creek, California, United States Cigna Full timeExecution Leads Health Engagement Consultant ConsultantsReports into market's Health Engagement DirectorManages a staff of health engagement professionals who are responsible for delivering health promotion and wellness programs.Guides client/customer focused problem resolution and influences/leads process improvementPromotes the organization's health and...
-
Select and Middle Market
2 weeks ago
Walnut Creek, United States The Cigna Group Full time**Must be able commute to office 3 days a week (Tues., Wed., and 3rd day of your chose between Mon.Fri.)**: - Leads Health Engagement Consultant team with full management and technical responsibility for team output. - Manages a staff of health engagement professionals who are responsible for delivering health promotion and wellness programs. - Guides...
-
Health Engagement Consultant
4 weeks ago
Walnut Creek, California, United States The Cigna Group Full timeThe job profile for this position is Health Engagement Senior Analyst, which is a Band 3 Senior Contributor Career Track Role.Excited to grow your career?We value our talented employees, and whenever possible strive to help one of our associates grow professionally before recruiting new talent to our open positions. If you think the open position you see is...
-
Client Director
1 day ago
Walnut Creek, United States Black & Veatch Full timeTogether, we own our company, our future, and our shared success. As an employee-owned company, our people are Black & Veatch. We put them at the center of everything we do and empower them to grow, explore new possibilities and use their diverse tal Director, Business, Water, Project Management, Client Relations, Wastewater, Business Services
-
Life Engagement Director
1 week ago
Johnson Creek, United States The View at Johnson Creek Full time**Want to work with a team that not only cares about their residents but for their team as well?** The role of the Life Engagement Director is to be responsible for implementing a comprehensive continuous activity care program focused on daily therapeutic and social activities. General responsibilities include providing activities based on the needs,...
-
Life Engagement Director
7 days ago
Johnson Creek, United States The View at Johnson Creek Full timeWant to work with a team that not only cares about their residents but for their team as well? The role of the Life Engagement Director is to be responsible for implementing a comprehensive continuous activity care program focused on daily therapeutic and social activities. General responsibilities include providing activities based on the needs, interests,...
-
Client Service Manager II
3 weeks ago
Walnut Creek, United States Arthur J. Gallagher & Co. Full timeIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of...
-
(California) Client Service Manager Ii
2 weeks ago
Walnut Creek, United States Gallagher Full timeAbout Us: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...
-
Activities Director
2 weeks ago
Walnut Creek, California, United States Rossmoor Post Acute Full timeWe are seeking an experienced and enthusiastic Activities Director to join our team. As the Activities Director, you will be responsible for planning, organizing, and implementing a variety of engaging activities for our residents. Your role will be crucial in promoting social interaction, physical well-being, and mental stimulation among our senior...
-
Food Service Director
2 weeks ago
Walnut Creek, California, United States Thomas Cuisine Full timeThomas Cuisine is looking for two Food Service Directors for well-known Healthcare facilities in Walnut Creek AreaWho we areFounded in 1986, Thomas Cuisine is an award-winning, privately held contract food service company. We advocate the healing power of whole foods and believe in preparing scratch-made cuisine fresh each day. Every Thomas Cuisine team...
-
Food Service Director
2 weeks ago
Walnut Creek, California, United States Thomas Cuisine Full timeThomas Cuisine is looking for two Food Service Directors for well-known Healthcare facilities in Walnut Creek Area Who we are Founded in 1986, Thomas Cuisine is an award-winning, privately held contract food service company. We advocate the healing power of whole foods and believe in preparing scratch-made cuisine fresh each day. Every Thomas Cuisine...
-
Wealth Management Client Associate
2 weeks ago
Walnut Creek, United States Bank of America Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...
-
Regional Clinical Director
2 weeks ago
Walnut Creek, United States LaserAway Full time**Job Title**:Regional Clinical Director **Location**:Los Angeles, CA **Department**:Clinical **Reports to**: Sr. Vice President of Clinical Operations **Job Summary**: The Regional Clinical Director at LaserAway plays a vital role in ensuring the delivery of exceptional medical services across multiple clinic locations. *Treat, Travel, Train As a key...
-
Director of Nursing
4 weeks ago
Walnut Creek, United States Exact Recruiting Full timeDirector of Nursing - Hospice If you are an experienced Director of Patient Care Services / DOPCS, Director of Clinical Services / DOCS or Clinical Supervisor, or Clinical Manager with Home Care experience, then you need to read on... Director of Nursing Opportunity Description Our client is a well-established Home Health and Hospice organization. They have...
-
Director of Nursing
4 weeks ago
Walnut Creek, United States SimiTree Talent Solutions Full timeDirector of Nursing - Hospice If you are an experienced Director of Patient Care Services / DOPCS, Director of Clinical Services / DOCS or Clinical Supervisor, or Clinical Manager with Home Care experience, then you need to read on... Director of Nursing Opportunity Description Our client is a well-established Home Health and Hospice organization....
-
Director of FSQA
3 days ago
Walnut Creek, United States Gpac Full timegpac is working with a client company in the Bay area who is seeking a Director of FSQA for their food manufacturing facility! This growing company has been in business for 30 years, and have grown continuously since then! They operate out of 55,000 sq ft facility, running 24/7, with about 100 total employees.Key responsibilities of the Director of...