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in Virginia Beach, VA

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Hours Full-time
Location Virginia beach, Virginia

About this job

**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.