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Financial Advisor- Sales Advisor

Company: Personal Capital
Location: Sparks
Posted on: June 11, 2021

Job Description:

The Role: This is a unique opportunity for an investment advisory professional to contribute in the pioneering of Personal Capitals investment sales team.The Vice President - Financial Advisor is responsible for the personalized, direct-to-client sales experience for Personal Capitals 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 clientsSpecific 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 of long term sales processes- Assist in the training of new Vice President - Financial Advisor hiresThe 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. Associated topics: financial, investment, merchant service, merchant service solution, mortgage, payment management solution, personal banker, securities, stock broker, treasury

Keywords: Personal Capital, Sparks , Financial Advisor- Sales Advisor, Other , Sparks, Nevada

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