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Financial Advisor- Sales Advisor

Eugene, Oregon
Job Type
1 Apr 2021
**The Role**: This is a unique opportunity for an investment advisory professional to contribute in the pioneering of Personal Capital's investment sales team.

The Vice President - Financial Advisor is responsible for the personalized, direct-to-client sales experience for Personal Capital's 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 clients

**Specific 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 hires

The 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.
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  • Job Reference: 256639842-2
  • Date Posted: 1 April 2021
  • Recruiter: Personal Capital
  • Location: Eugene, Oregon
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent