Vice President - Financial Advisor Personal Capital
THIS JOB HAS EXPIRED Job Description
The Role: This is a ground floor 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 and documentation 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.
Series 7, 63, and 66 certifications preferred.
Personal Capital is the next generation financial advisor. Designed around and customized for individuals, Personal Capital is on the leading edge of a rapidly changing financial services industry. Our unique money management experience gives users a holistic picture of their finances with the help of free software. We also offer financial advisory services previously only available to multi-millionaires. Our mission is to deliver truly personal and objective wealth management for the Internet and mobile age. Our management team is comprised of leading financial technology and e-finance executives, namely former Intuit and PayPal CEO, Bill Harris.
Location: San Francisco, California. Potential opportunity to relocate outside of California within 12-24 months.
||San Francisco, CA |
THIS JOB HAS EXPIRED