• Search Title Only

VP Financial Advisor - (Denver, CO)

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 background 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 clientsSpecific non-client facing duties include but are not limited to:


ADVERTISEMENT

Posted in Denver, CO, Business & Management
From TopUSAJobs - 1 month ago