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:
Specific non-client facing duties include but are not limited to:
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:
At Personal Capital, we transform financial lives through technology and people. As the pioneer and market leader in digital wealth management, we are disrupting the traditional $30 trillion U.S. wealth management market. We combine powerful technology tools with fiduciary advisory services, delivered virtually and directly to the consumer. Our free personal finance dashboard is utilized by millions of people, helping them track their finances all in one place. Our award-winning app paved the way for our advisory firm, which provides personalized investment portfolios for families and individuals across the United States.
When you choose a career with Personal Capital, an Empower Company, it’s an opportunity to shape your future. You join a team committed to helping people transform their financial lives. At Personal Capital, we do things differently. We embrace unique perspectives and identities, and we empower everyone to bring their best each day by fostering an inclusive community.