Financial Advisor - Service

| Remote
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About us: 

Personal Capital is a leading digital wealth management company, founded in 2009. We’re on a mission to transform financial lives through technology and people, providing both insight-driven advice with free financial tools and personalized wealth management from 200+ registered financial advisors across the country. Personal Capital has raised $315 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to disrupt the traditional $30 trillion U.S. wealth management market. Our free personal finance app is utilized by over two million users, helping them track over $840 billon of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $12 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas and Atlanta.

The Role: 
The Financial Advisor assists Personal Capital’s investment clients on a wide range of financial matters, being the primary point of contact for a book of assigned clients (no prospecting). The Advisor is responsible for effectively communicating clients’ portfolio strategies and providing guidance on a variety of financial planning topics.


Duties of the role include but are not limited to:

  • Comprehensive relationship management via phone conversations, email communication, and in-person meetings. Client interaction is both proactive and reactive.
  • Act as liaison between clients and Personal Capital’s Investment Committee, explaining investment strategy and engaging in portfolio, market, and economic discussions.
  • Client education on investment philosophy and capital market functionality.
  • Assist clients with financial planning in areas such as retirement planning, savings strategy, and education planning. Also, work with our Financial Planning Specialist Team, who assists clients & Advisors with more complex planning issues.
  • Effectively coordinate with our Operations Team on client-related administrative issues.
  • Assist in increasing the efficiency of the company’s processes and procedures through innovative approaches toward improvement.
  • Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to groups of clients around the country.

The ideal candidate will provide an extremely high level of service to Personal Capital’s clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness.


Desired Skills & Experience:

  • Direct high-net worth client communication within the investment advisory field.
  • Multiple delivery channels: Experience with client interaction via phone & email, as well as in-person.
  • Compliance: Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements. Must possess a clean U4 record.
  • High-level knowledge of current investment products and industry services.
  • Exceptional verbal and written communication skills.
  • Proven track record in relationship management and customer satisfaction.
  • The ability to compare and contrast the benefits and suitability of different investment options and products.
  • Excellent operational and organizational skills, with the ability to efficiently multi-task within a fast-paced environment.
  • Strong interpersonal skills, team-oriented, and collaborative.
  • College degree or extensive industry experience required.
  • Series 65 or equivalent required.
  • CFP®  preferred.

This role is a work from home position offered remotely nationwide.

Personal Capital is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.   

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • ExpressFrameworks
    • HadoopFrameworks
    • Node.jsFrameworks
    • DB2Databases
    • HiveDatabases
    • MySQLDatabases
    • AWSDatabases
    • JIRAManagement
    • SalesforceCRM
    • MarketoLead Gen

Location

Located in the heart of downtown Denver!

An Insider's view of Personal Capital

What are some social events your company does?

We tend to celebrate in big ways. Hitting milestones is exciting for any business, and at Personal Capital we've set aside time to rent out Lucky Strike or take the office out to a Rockie's game to celebrate our success. Our holiday parties are guaranteed to be a good time too!

Will

Sr. Recruiter

How do you collaborate with other teams in the company?

I work with and rely on Data Engineering to provide the data architecture needed for my analyses. I brainstorm promotion ideas with Sales, Marketing, and Product and track results in real-time. My insights and recommendations get presented to upper management to evaluate and implement, ultimately providing business intelligence using data.

Chris

Business Analyst

What are some things you learned at the company?

We want our employees to grow personally and professionally. At Personal Capital, you'll learn that clients always come first. We do all we can to help our clients fulfill their financial goals. That mentality spreads to every facet of your life, outside of work we try to better our community and we take pride in donating our time.

Jordan

Recruiter

How do you make yourself accessible to the rest of the team?

To make sure I'm regularly formally connecting with each member of my team, I schedule bi-weekly check-ins to see how they're feeling about everything from day-to-day challenges to long-term opportunities they want to tackle. In addition to that, we have an open work environment and I sit right in the middle of my team!

Danielle

Manager | Senior Financial Advisor

How would you describe the company’s work-life balance?

With 9 paid holidays, weekends off, and generous PTO, there's a lot of time to enjoy living in Denver. Our Team can be found hitting the slopes every weekend or playing kickball in the Summer.

Meghan

Director of Human Resources: Talent Acquisition, Development, and Retention

What are Personal Capital Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Highly diverse management team
Unconscious bias training
Diversity manifesto
Diversity Employee Resource Groups
Business resource groups include ALMA: Aspiring Latinos Moving Ahead, BOLD: Black Organization for Leadership Development, EA, Pride, NAMaSTE, VETS, and WEN: Women's Empowerment Network.
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Match charitable contributions
The company matches up to $5000/year per employee for charitable giving.
Child Care & Parental Leave Benefits
Generous Parental Leave
Personal Capital provides 4 weeks of parental leave. In addition, Personal Capital offers supplemental wage replacement for employees who elect to utilize a paid pregnancy disability leave plan.
Flexible Work Schedule
Remote Work Program
Our remote work program includes the option to work from home full-time.
Family Medical Leave
Adoption Assistance
We offer up to four weeks of wage replacement options for employees on parental leave following adoption.
Company sponsored family events
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Our employees receive 16 hours per year of paid volunteer time.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Tuition Reimbursement
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes Cross-department program, Career mentoring.
Continuing Education stipend
Online course subscriptions available
Customized development tracks
Paid industry certifications
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