Financial Advisor

| Greater Denver Area

Personal Capital gives you the clarity and confidence to achieve your financial goals.

Our free online tools combine all of your accounts in one place. A powerful dashboard provides deep insights and allows you to understand your total financial picture. Our expert advisors use these same tools to provide personalized wealth management that dynamically evolves with your changing life. As fiduciaries, we are legally bound to act in your best interest. With an emphasis on holistic planning, risk management, and after-tax returns, the focus is always on total value.

Transform how you track and manage your financial life with Personal Capital.

The Role: This is a unique opportunity for an investment advisory professional to contribute in the pioneering of Personal Capital’s investment sales team. The Vice President - Financial Advisor is responsible for the personalized, direct-to-client sales experience for Personal Capital’s investment advisory service.

 Specific client facing duties include but are not limited to:

  • 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

 Specific non-client facing duties include but are not limited to:

  • Provide frequent and detailed client feedback to all members of the Personal Capital team
  • Assist in the development of long term sales processes
  • Assist in the training of new Vice President - Financial Advisor hires

The ideal candidate will execute on standards that redefine the existing industry landscape. They will embrace the ability to participate in an organization with a reputation for customer-centricity and long-term client relationships.

Desired Skills & Experience

  • Proven Consumer-Direct Investment Advisory Sales Skills: End-to-end experience with all aspects of retail investment sales, such as proactive outbound prospecting, suitability and information gathering, and product personalization.
  • Remote Delivery: Exposure to web-based investment service delivery. Comfortable executing a remote-delivery sales model -- paperless, branchless, cloud-based infrastructure – and delivering a quality experience that is better than traditional, in-person sales.
  • Compliance: Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements. Possesses a clean U4 record.
  • Expert, current knowledge of investment products and services.
  • Exceptional verbal, written and listening 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, organizational and follow-up skills with the ability to manage and execute personalized, multi-step process for high-volume sales funnel. 
  • Experience with client operational aspect of investment advisory. Examples: (ACAT, IRA distributions).
  • Strong interpersonal skills, team-oriented, and collaborative.
  • Ability to work at the tactical and strategic level.
  • Series 65 or equivalent required.
Read Full Job Description

Technology we use

  • Engineering
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • D3JSLibraries
    • ReactLibraries
    • AngularJSFrameworks
    • Backbone.jsFrameworks
    • MySQLDatabases
    • 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

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 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

HR & Talent Acquisition Manager

What are Personal Capital Perks + Benefits

Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
401(K)
Company Equity
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Fitness Subsidies

Additional Perks + Benefits

Long and Short Term Disability Opt-In. Company Discount Program (corporate discounts, including cell phone provides, sports tickets, and everything in-between). Career Development & On-going Education
Series 65 Licensing. Allowance for Obtaining CFP. Employee Referral Program. Personal Capital Advisor. Employee Fee Discount Program.

More Jobs at Personal Capital6 open jobs
All Jobs
Finance
Operations
Sales
Operations
new
Denver
Finance
new
Denver
Operations
new
Denver
Operations
new
Denver
Sales
new
Denver