About this opportunity
Creative Planning lists this Director Client Development opportunity in overland park, Kansas. Review the employer’s description below for duties, qualifications and application requirements.
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 Development 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 virtually with incoming prospects who reached out to Creative Planning
Collaborate with internal Account Executive 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
10 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
Graduate degree consisting of JD, MBA or CPA
TECHNICAL SKILLS
Proficiency in MS Word, Excel and PowerPoint
Proficiency with Zoom and Salesforce
Ability to adapt and integrate new technology quickly
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Worksite address
overland park, KS, 66213, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.