Director, Client Engagement at Creative Planning in Walnut Creek, California

Job Description:

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 clients 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
Bachelors 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