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Sierra Pacific Financial Advisors, LLC
Berkeley, CA, United States
Kirk joined SPFA covering client engagement for the firm. Kirk's passion is connecting with clients on a personal level to avail to them the best guidance and resources to realize their ideal financial futures. A veteran of the software industry, he came to SPFA to best direct his own retirement investments toward local Bay Area financial experts,
Job Source: Sierra Pacific Financial Advisors, LLCGenesys Works - Bay Area
Oakland, CA, United States
Position: Director of Corporate Engagement (DCE) FLSA Status: Exempt Location: BAY AREA Salary Range: $105,000 - $125,000 Genesys Works is a national leader in providing pathways to career success for high school students in underserved communities through skills training, meaningful work experiences, and impactful relationships. Founded in 2002
Job Source: Genesys Works - Bay AreaGenesys Works - Bay Area
Oakland, CA, United States
Position: Director of Corporate Engagement (DCE) FLSA Status: Exempt Location: BAY AREA Salary Range: $105,000 - $125,000 Genesys Works is a national leader in providing pathways to career success for high school students in underserved communities through skills training, meaningful work experiences, and impactful relationships. Founded in 2002
Job Source: Genesys Works - Bay AreaAHEAD
San Ramon, CA, United States
AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. AtAHEAD, we prioritize creating a culture of belonging,where all perspectives and voices are represented, valued, respected, and hea
Job Source: AHEADThinkAhead Corporation
San Ramon, CA, United States
AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, an
Job Source: ThinkAhead CorporationAHEAD USA
San Ramon, CA, United States
AHEAD builds platforms for digital business. By weaving together advances in cloud infrastructure, automation and analytics, and software delivery, we help enterprises deliver on the promise of digital transformation. At AHEAD, we prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and h
Job Source: AHEAD USAAmerican Heart Association
Oakland, CA, United States
Overview As we celebrate our Centennial year, we invite you to join us in shaping the next century of impact. Be a relentless force for a world of longer, healthier lives. Here at the American Heart Association, you matter and so does your career. The American Heart Association has an excellent opportunity for a Development Director, School Engag
Job Source: American Heart AssociationBishop O'Dowd High School
Oakland, CA, United States
Bishop O'Dowd High School Director of Alumni Giving and Engagement Contract type - 11 month, exempt Reports to: Senior Director of Development Bishop O'Dowd Mission/Charism Mission: Bishop O'Dowd High School is a Catholic college-preparatory community, guided by the teachings of Jesus Christ, that educates its diverse student body to build a m
Job Source: Bishop O'Dowd High SchoolWalnut Creek, CA, United States
Description
Title: Director, Client Engagement
Location: Various Locations
Job Description: JOB SUMMARY
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 Engagement 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 with incoming prospects who reached out to Creative Planning
•Collaborate with internal Brand Ambassador 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
•CFP certified
•Series 65 (or equivalent)
•5 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
•10 or more years financial services experience to including direct sales with
investment clients
•Graduate degree consisting of JD, MBA or CPA
TECHNICAL SKILLS
•Understanding and previous use of Windows
•Proficiency in MS Word, Excel and PowerPoint
•Understanding of mobile operating systems such as Android or IOS
•Ability to adapt and integrate new technology quickly
Requirements
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Email Alert for Director of Client Engagement jobs in Walnut Creek, CA, United States
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