Personal Capital Careers In Denver
6

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Senior Estate Planning Strategist

Personal Capital
Greater Denver Area
4 days ago
+37
Reviewing and summarizing current estate plans, wills and trusts in order to help clients identify inefficiencies and opportunities. Providing insights and recommendations on how to improve outcomes based on the client’s personal financial circumstances and goals. Work to innovate and improve the current systematic methodology for delivering estate analysis to advisors and clients directly. Expand a national estate planning attorney network, providing clients with potential professional referrals.

Financial Advisor - Service

Personal Capital
Greater Denver Area
4 days 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.

Vice President - Financial Advisor

Personal Capital
Greater Denver Area
4 days 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.

Sales Associate

Personal Capital
Greater Denver Area
4 days 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.

Digital Marketing Manager

Personal Capital
Greater Denver Area
1 week ago
+37
This is an exciting opportunity to work for a leading financial technology company who is reinventing wealth management for the digital age and putting the power back where it belongs - with consumers. We bring clarity and confidence to people’s financial lives and hold ourselves to the highest standard as fiduciaries. This is an exciting opportunity to work for a late-stage start-up on a mission to change the financial industry making it more transparent, consumer-focused, and most importantly, personal.

Operations Associate

Personal Capital
Greater Denver Area
2 weeks ago
+37
Facilitation and oversight of the establishment and transfer of new client accounts using cutting-edge proprietary and third-party technology solutions. Handling of cash management functions including wire and ACH transfers. Work with the Investment Committee and Financial Advisors to ensure client portfolios are appropriately implemented. Liaise with our broker-dealer custodian on all client operational matters. Liaise with our portfolio management provider on all client operational matters. Interact with clients regarding account setup and operational matters through conventional communication methods as well as email, chat, and video conference. Assist in the development and documentation of operational processes.