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 #J-18808-Ljbffr