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Wealth Acquisition Specialist

Job in Overland Park, Johnson County, Kansas, 66213, USA
Listing for: Creative Planning
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Sales
  • Sales
    Financial Sales
Job Description & How to Apply Below
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.
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