The Role: 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.

Specific duties include but are not limited to:

• Outbound and inbound phone prospecting and sales
• Generate interest with high net worth and mass affluent prospective clients to conduct a virtual meeting with a Financial Advisor
• Interact with Financial Advisors regarding prospective clients
• Help troubleshoot issues that users may have with the Financial Dashboard and relay to the technical support team
• Interact with prospective clients via phone, chat, and email
• Properly record interactions within customer relationship management software

• Proven investment advisory sales skills including proactive outbound calling efforts
• Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements.
• Possesses a clean U4 record.
• Knowledge of investment products and services.
• Exceptional verbal, written and listening communication skills.
• Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work.
• Strong interpersonal skills, team-oriented, and collaborative.
• Series 7, 63, 65 and 66 certifications a plus

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.