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 $6 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 rare ground floor opportunity for an investment advisory professional to contribute to the downtown Denver expansion of San Francisco based Personal Capital’s client service department.
The Financial Advisor works directly with Personal Capital’s investment clients by effectively communicating portfolio and market strategy, performing operational duties, and servicing clients through diligent and detailed follow up in a progressive thinking, technology focused environment.
Specific client facing duties include but are not limited to:
Specific non-client facing duties include but are not limited to:
The ideal candidate will execute on standards that redefine the existing industry landscape, pushing the limitations of conventional boundaries through integration of technology and creative thinking.. They will embrace the ability to participate in an organization with a reputation for customer-centricity and long-term client relationships. The ideal candidate will be flexible, as their responsibilities could change as the model is further developed and refined.
Desired Skills & Experience
Location: Downtown Dallas