Grow your career with a growing organization
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
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 country. 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 $840 billon of their personal finances, all in one place. Our award-winning apps paved the way for our advisory firm, which now manages over $12 billion in personalized investment portfolios for American families. Personal Capital is headquartered in Redwood Shores with offices in San Francisco, Denver, Dallas and Atlanta.
The Financial Advisor assists Personal Capital's investment clients on a wide range of financial matters, being the primary point of contact for a book of assigned clients (no prospecting). The Advisor is responsible for effectively communicating clients' portfolio strategies and providing guidance on a variety of financial planning topics.
Duties of the role include but are not limited to:
The ideal candidate will provide an extremely high level of service to Personal Capital's clients, retaining assets under management and garnering additional assets through diligent communication, proactive education, and unfailing responsiveness.
Desired Skills & Experience:
Personal Capital is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Competitive compensation, includes base salary and eligibility to participate in either an annual bonus program or sales incentive plan, as applicable. Base salary range provided below is a reasonable estimate and final base salary may differ based on the selected candidate's education, training, experience, licensure requirements, travel requirements and geographic location.
Base Salary Range$ 60,000.00-84,000.00
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.