Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house.

The primary responsibility of the Account Executive is to drive client acquisition by qualifying leads and setting appointments for Wealth Managers. Ideal candidates possess strong sales acumen, excellent communication skills, and a passion for finance. This position offers substantial growth potential for recent graduates, career changers, or experienced sales professionals looking to make an impact in the financial services industry.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES:

Manage a high volume of outbound calls to qualify leads and set appointments with potential clients
Conduct initial screening of prospects to determine their suitability for Creative Planning's services
Schedule meetings between qualified prospects and Wealth Managers
Maintain a persistent and professional follow-up process until a definitive outcome is reached
Accurately record all prospect interactions in our customer relationship management (CRM) system
Achieve and exceed monthly targets for leads qualified, meetings set, and meetings held
Collaborate with the sales team to refine and improve lead qualification processes
Participate in ongoing training to enhance product knowledge and sales skills

REQUIRED EXPERIENCE/QUALIFICATIONS:

Bachelor's degree (recent graduates preferred)
Strong interest in finance, sales, or the wealth management industry
Excellent verbal communication skills with a confident phone presence
Resilient and persistent attitude, comfortable with handling objections
Self-motivated with a drive to meet and exceed performance targets

PREFERRED EXPERIENCE/QUALIFICATIONS:

Basic understanding of financial concepts
Knowledge of financial markets and investment products
Previous internship or part-time experience in a sales-related role
Experience with customer relationship management (CRM) software

TECHNICAL SKILLS:

Proficiency in Microsoft Office suite, particularly Excel
Ability to learn and adapt to new software systems quickly

Creative Planning

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Account Executive