The job below is no longer available.
You might also like
in Virginia Beach, VA
Financial Advisor- Sales Advisor
•30 days ago
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.