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 ou...
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 ou...