Job Summary

A financial services company is in need of a Telecommute Vice President Financial Advisor in Philadelphia.

Candidates will be responsible for the following:

• Following up on prospective client appointments set by internal Sales Associates
• Providing frequent and detailed client feedback to all members of the Personal Capital team
• Assisting in the development of long term sales processes

Qualifications Include:

• End-to-end experience with all aspects of retail investment sales
• Exposure to web-based investment service delivery
• Proven abilities to maintain appropriate policies and procedures for regulatory-driven requirements
• Expert, current knowledge of investment products and services
• Exceptional verbal, written, and listening communication skills
• Proven track record in relationship management and customer satisfaction