Personal Capital Careers In Denver
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Optimization Analyst

Personal Capital
Greater Denver Area
3 days ago
+37
The Role: The ideal candidate is an expert with proven Operations experience driving operational architecture and organizational efficiency in a high growth company. The Optimization Analyst will provide strategic and operational support to the Advisory Organization. Key responsibilities include working with Management to execute on large projects as well as designing and maintaining reports, and handling select day-to-day flow of requests from all areas of the business. 

Portfolio Optimization Associate

Personal Capital
Greater Denver Area
1 week ago
+37
The Portfolio Optimization Associate is responsible for all front-end preparation of client portfolios. This includes the review of legacy positions and creation of custom buildout strategies to minimize taxes and align each client’s portfolio with their model target. The role will also be responsible for quality control, which includes setting up internal systems to accommodate custom personalizations and ensure each portfolio is properly implemented. Additionally, there is opportunity to participate in numerous operational functions covering many aspects of wealth management for individuals and families.

Vice President - Financial Advisor

Personal Capital
Greater Denver Area
1 week ago
+37
Outbound phone prospecting and sales. Following up on prospective client appointments set by internal Sales Associates. Investment product personalization and suitability. Ongoing involvement with existing clients to pursue additional investment opportunities. Periodic client service efforts with existing clients.

Financial Advisor - Service

Personal Capital
Greater Denver Area
1 week ago
+37
The ideal candidate will execute on standards that redefine the existing industry landscape, pushing the limitations of conventional boundaries through integration of technology and creative thinking.. They will embrace the ability to participate in an organization with a reputation for customer-centricity and long-term client relationships. The ideal candidate will be flexible, as their responsibilities could change as the model is further developed and refined.

Sales Associate

Personal Capital
Greater Denver Area
1 week ago
+37
This is a unique opportunity for a sales professional to contribute in the pioneering of Personal Capital’s investment advisory offering. The Sales Associate will interact with users of Personal Capital’s innovative financial dashboard to generate interest in wealth management services.