What are the responsibilities and job description for the Director, Client Engagement position at Creative Planning?
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.
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
REQUIRED EXPERIENCE / QUALIFICATIONS
PREFERRED EXPERIENCE / QUALIFICATIONS
TECHNICAL SKILLS
Seniority level
Director
Employment type
Full-time
Job function
Sales, Business Development, and Finance
Industries
Financial Services and Business Consulting and Services
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