Personal Capital is a leading digital wealth management company, founded in 2009. Weâ€™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 Capitalâ€™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 clientsâ€™ 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 Capitalâ€™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.
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