Telecommute Vice President Financial Advisor in Philadelphia

Location: Pennsylvania

Compensation: To Be Discussed

Staff Reviewed: Sat, Oct 24, 2020

This job expires in 25 days

Job Category: Account Management, Financial, Sales

Remote Level: 100% Remote

Employer Type: Employer

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