Logo
Creative Planning

Wealth Acquisition Specialist

Creative Planning, Overland Park, Kansas, United States, 66213

Save Job

A leading financial services firm in Overland Park, Kansas is hiring an Account Executive to drive client acquisition by qualifying leads and setting appointments for Wealth Managers. Ideal candidates should possess strong sales acumen and communication skills, with a keen interest in finance. This full-time role offers growth opportunities, making it suitable for recent graduates or experienced sales professionals. Responsibilities include managing outbound calls, conducting initial screenings, and achieving monthly targets. #J-18808-Ljbffr