Sales Associate

| Greater Denver Area

About Personal Capital

Personal Capital is a leading digital wealth management company, founded in 2009. We’re on a mission to transform financial lives through technology and people, providing both insight-driven advice with free financial tools and personalized wealth management from 200+ registered financial advisors across the county. Personal Capital has raised $315 million in capital from accomplished financial and strategic investors (IVP, Venrock, Crosslink, Corsair, Blackrock, BBVA, USAA, IGM/Power) to disrupt the traditional $30 trillion U.S. wealth management market. Our free personal finance app is utilized by over two million users, helping them track over $650 billion of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $9 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas, and Atlanta.

For more information on Personal Capital, please visit personalcapital.com.

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!

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!

Will

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.

Jordan

Recruiter

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.

Meghan

HR & Talent Acquisition Manager

What are Personal Capital Perks + Benefits

Culture
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
401(K)
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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