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Financial Planner - Equity Compensation & Real Estate Specialist

| Greater Denver Area

Position: Equity Compensation & Real Estate Specialist

About us: Personal Capital transforms how you understand, manage and grow your net worth. It starts with providing real-time information about your finances via state-of-the-art technology, and personalized, expert guidance to ensure you’re always moving towards your financial goals. With over $9 billion in assets under management, and over 2 million users of our free tools, Personal Capital is the smart way to manage your financial life. Personal Capital is looking to place a Financial Planning Specialist, who will be focused on Equity Compensation, Real Estate and other requests. The primary goal of this role is to provide Personal Capital clients with robust planning advice on employer equity compensation and Real Estate investing.

Candidates should be specifically interested in helping define a new role within Personal Capital. Developing processes, reporting, and client interaction campaigns will be necessary, while providing clients and advisors with robust advice & analysis related to Real Estate and equity compensation. This position will require a particularly robust knowledge base on a variety of planning topics, in addition to an interest & ability to coordinate with other subject matter experts, as the position will manage the ‘Other’ financial planning queue.

Duties and Responsibilities:

o Managing the Financial Planning Queues for Options, Real Estate, and Other

  • Commercial Real Estate Investing
  • Rental Properties
  • Lending Options & Recommendations
  • Equity Compensation Strategies
  • Concentrated Equity Divestiture
  • Private Equity Analysis
  • NUA Reviews

o Speaking directly with Clients & Prospects on related topics

o An interest in researching less common planning topics

o Contributing to Personal Capital’s ‘opinion’ or ‘philosophy’ of related topics

o Creating and driving campaigns to deliver related advice to a wider client base

o Coordinating with and training a diverse advisory workforce on relevant topics

o Coordinating with the Investment Team on certain portfolio implementations

o Acting as Personal Capital’s 10b5-1 plan & 1031 exchange ‘expert’

o SME on Bank of New York’s mortgage offering

o Potentially conducting webinars/presentations to clients and employees

o Potential participation in marketing focused initiatives from blog posts to reporter interviews

This role may evolve over time, including duties and responsibilities.

Desired Qualifications & Experience:

• Experience with Commercial Real Estate with a detailed knowledge of

  • 1031 Exchanges
  • Rental Property Personal Usage Rules
  • Depreciation Rules & Practices
  • Opportunity Zones

• Depth of understanding of available forms of equity compensation, including tax ramifications of

  • RSUs & RSAs
    • ESPPs
    • ISOs & NQSOs
  • Phantom Stock Compensation
  • ESOPs

• CFP or CFA Designation(s)

• Prior successful customer service experience

• Experience with project management or process development

• Proven aptitude for managing high volume with no deterioration in quality

Read Full Job Description

Technology we use

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


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!


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.



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.


HR & Talent Acquisition Manager

What are Personal Capital Perks + Benefits

Friends outside of work
Eat lunch together
Intracompany committees
Personal Capital has an internal Charitable Giving Committee who help determine where our quarterly charitable donations will go. We also have a Women's Group that hosts periodic meet-ups!
Open door policy
Health Insurance & Wellness Benefits
Dental Benefits
Vision Benefits
Health Insurance Benefits
Onsite Gym
Retirement & Stock Options Benefits
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
Professional Development Benefits
Promote from within
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