Sales Associate

| Denver

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.

Our award-winning online tools put all of your accounts, all in one place - including those not under our management. You’ll get real-time data that uncovers trends and accurately reflects your cash flow. And as fiduciaries, our advisors are legally bound to act in your best interest and will never put their personal financial gain above yours. This combination of transparency and independence creates an unprecedented level of insight, allowing your Personal Capital advisor to make recommendations tailored to you.

With over $4.9 billion in assets under management, and a million users of our free tools, Personal Capital is the smart way to manage your financial life. Our costs are significantly less than traditional financial advisors, with no hidden fees; we’ll never try to sell you something you don’t need.

Personal Capital. The modern way to track and manage your net worth. 

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

Desired Skills & Experience 

  • 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 

Location: Downtown Denver 

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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!
999 18th Street, Denver, CO 80202

Insider's spotlight

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!

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.

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.

Perks of working here

401(K)
Commuter Benefits
Company Equity
Company Outings
Dental
Fitness Subsidy
Game Room
Generous PTO
Happy Hours
Health Benefits
Onsite Gym
Stocked Kitchen
Vision
Volunteering Opportunities
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