Account Executive

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.

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

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

Seniority level

Associate

Employment type

Full‑time

Job function

Finance, Sales, and Marketing

Industries

Financial Services and Accounting

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