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https://personalcapital.com
Personal Capital
Personal Capital
Personal Capital is an online financial management platform that provides users with a suite of tools to manage their investments, budgeting, and retirement planning. It offers a range of features including a digital wealth management service, investment tracking, retirement planning, personal finance dashboard, and 401k fee analyzer. The website also provides access to advisors, who can help users with their financial planning strategies. Its tools analyze users' investment portfolios, identify hidden fees, and provide personalized advice on how to optimize their investments. Personal Capital's platform is free to use, but users can sign up for its wealth management service to access additional features.
Personal Capital, headquartered in Redwood Shores, California, was founded in 2009 by Bill Harris, Rob Foregger, Louie Gasparini, and Paul Bergholm. That business was eventually sold to RSA Security.productmint.comUsers can access Personal Capital via the company’s website as well as its mobile phone and tablet apps (available on Android and iOS).
After successfully deploying Okta within the organization, the next step was to implement an elegant, scalable solution for accessing that cloud infrastructure securely.okta.comPersonal Capital runs both customer-facing applications and backend services on an Amazon Web Services (AWS) cloud architecture.
Yes. Personal Capital can be accessed via desktop, tablet, and mobile devices. Wealthfront is available on desktop, tablet, and Android and iOS mobile devices. Is Personal Capital cloud-based? Yes.biltwealth.comPersonal Capital is a cloud-based website that offers a 100% automated and comprehensive view of your overall financial picture.
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EncryptedSite is Encrypted
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CountryHosted in United States
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Latitude\Longitude37.751 / -97.822 Google Map
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Traffic rank#11,444 Site Rank
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Site age19 yrs old
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Site Owner informationWhois info
Website is Safe
Site is not blacklisted
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FoundersBill Harris, Rob Foregger, Louie Gasparini, Paul Bergholm
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HeadquartersRedwood Shores, CA
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Key peopleJay Shah
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Number of employees1,193
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ParentEmpower Retirement
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Area servedUnited States
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AUM$21.9 billion
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TypeSubsidiary
Traffic rank
#11,444
#11,444
Site age
19 yrs
19 yrs
Location
United States
United States
Popular Questions for Personal Capital
Newest job postings for Personal Capital
via The Muse
schedule_type: Full-timework_from_home: 1
CO Salary Range: USD 33,000.00 - 42,000.00 per year
Grow your career with a growing organization...
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes
CO Salary Range: USD 33,000.00 - 42,000.00 per year
Grow your career with a growing organization...
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The Role:
This is a unique opportunity for a sales professional to contribute in the pioneering of PersonalCapital's investment advisory offering. The Sales Associate will interact with users of Personal Capital'sinnovative financial dashboard to generate interest in wealth management services.
Specific duties include but are not limited to:
• Outbound and inbound phone prospecting and sales
• Generate interest with high net worth and mass affluent prospective clients to conduct a virtual meetingwith a Financial Advisor
• Interact with Financial Advisors regarding prospective clients
• Help troubleshoot issues that users may have with the Financial Dashboard and relay to the technicalsupport team
• Interact with prospective clients via phone, chat, and email
• Properly record interactions within customer relationship management software
Desired Skills & Experience:
• Proven investment advisory sales skills including proactive outbound calling efforts
• Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements.
• Possesses a clean U4 record.
• Knowledge of investment products and services.
• Exceptional verbal, written and listening communication skills.
• Excellent operational, organizational and follow-up skills with the ability to manage and processcomplex operational work.
• Strong interpersonal skills, team-oriented, and collaborative.
• Series 7, 63, 65 and 66 certifications a plus
Please note that this role is being posted by Personal Capital, an Empower company. Personal Capital roles are cross-posted to the Empower web site and are also available at https://www.personalcapital.com/company/jobs. For more information about Personal Capital, please visit www.personalcapital.com
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 33,000.00-42,000.00
Location
CO Denver
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law Show more details...
Grow your career with a growing organization...
Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that's hard to beat. And from a personal satisfaction perspective, you'll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.
The Role:
This is a unique opportunity for a sales professional to contribute in the pioneering of PersonalCapital's investment advisory offering. The Sales Associate will interact with users of Personal Capital'sinnovative financial dashboard to generate interest in wealth management services.
Specific duties include but are not limited to:
• Outbound and inbound phone prospecting and sales
• Generate interest with high net worth and mass affluent prospective clients to conduct a virtual meetingwith a Financial Advisor
• Interact with Financial Advisors regarding prospective clients
• Help troubleshoot issues that users may have with the Financial Dashboard and relay to the technicalsupport team
• Interact with prospective clients via phone, chat, and email
• Properly record interactions within customer relationship management software
Desired Skills & Experience:
• Proven investment advisory sales skills including proactive outbound calling efforts
• Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements.
• Possesses a clean U4 record.
• Knowledge of investment products and services.
• Exceptional verbal, written and listening communication skills.
• Excellent operational, organizational and follow-up skills with the ability to manage and processcomplex operational work.
• Strong interpersonal skills, team-oriented, and collaborative.
• Series 7, 63, 65 and 66 certifications a plus
Please note that this role is being posted by Personal Capital, an Empower company. Personal Capital roles are cross-posted to the Empower web site and are also available at https://www.personalcapital.com/company/jobs. For more information about Personal Capital, please visit www.personalcapital.com
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
• Medical, dental, vision and life insurance
• Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time - 16 hours per calendar year
• Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.
The salary range below describes the minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Base Salary Range
$ 33,000.00-42,000.00
Location
CO Denver
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law Show more details...
via LinkedIn
schedule_type: Full-time
About Personal Capital:
Personal Capital is a leading digital wealth management company, founded in 2009. We’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
About Personal Capital:
Personal Capital is a leading digital wealth management company, founded in 2009. We’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 $650 billion 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 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.
Desired Skills & Experience:
• Proven Consumer-Direct Investment Advisory Sales Skills: End-to-end experience with all aspects of retail investment sales, such as proactive outbound prospecting, suitability and information gathering, and product personalization.
• Remote Delivery: Exposure to web-based investment service delivery. Comfortable executing a remote-delivery sales model -- paperless, branchless, cloud-based infrastructure – and delivering a quality experience that is better than traditional, in-person sales.
• Compliance: Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements. Possesses a clean U4 record.
• Expert, current knowledge of investment products and services.
• Exceptional verbal, written and listening communication skills.
• Proven track record in relationship management and customer satisfaction.
• The ability to compare and contrast the benefits and suitability of different investment options and products.
• Excellent operational, organizational and follow-up skills with the ability to manage and execute personalized, multi-step process for high-volume sales funnel.
• Experience with client operational aspect of investment advisory. Examples: (ACAT, IRA distributions).
• Strong interpersonal skills, team-oriented, and collaborative.
• Ability to work at the tactical and strategic level.
• Series 65 or equivalent required.
Location: Houston, TX. This role is a work from home position also offered 100% remote, nation wide.
Personal Capital is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce Show more details...
Personal Capital is a leading digital wealth management company, founded in 2009. We’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 $650 billion 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 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.
Desired Skills & Experience:
• Proven Consumer-Direct Investment Advisory Sales Skills: End-to-end experience with all aspects of retail investment sales, such as proactive outbound prospecting, suitability and information gathering, and product personalization.
• Remote Delivery: Exposure to web-based investment service delivery. Comfortable executing a remote-delivery sales model -- paperless, branchless, cloud-based infrastructure – and delivering a quality experience that is better than traditional, in-person sales.
• Compliance: Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements. Possesses a clean U4 record.
• Expert, current knowledge of investment products and services.
• Exceptional verbal, written and listening communication skills.
• Proven track record in relationship management and customer satisfaction.
• The ability to compare and contrast the benefits and suitability of different investment options and products.
• Excellent operational, organizational and follow-up skills with the ability to manage and execute personalized, multi-step process for high-volume sales funnel.
• Experience with client operational aspect of investment advisory. Examples: (ACAT, IRA distributions).
• Strong interpersonal skills, team-oriented, and collaborative.
• Ability to work at the tactical and strategic level.
• Series 65 or equivalent required.
Location: Houston, TX. This role is a work from home position also offered 100% remote, nation wide.
Personal Capital is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce Show more details...
via Chicago, IL - Geebo
posted_at: 3 days agoschedule_type: Full-timesalary: 20–28 an hour
As Senior Data Analyst - Product Analytics, you will report to the Senior Data Analytics Manager and be responsible for creating key performance reports, deep analysis, and insights. You will work with the Product team who will depend on you to detect trends and identify opportunities. As a result of your analysis, you will provide actionable insights to product leaders so they can make informed data driven decisions to drive the business.
Responsibilities:
Conduct
As Senior Data Analyst - Product Analytics, you will report to the Senior Data Analytics Manager and be responsible for creating key performance reports, deep analysis, and insights. You will work with the Product team who will depend on you to detect trends and identify opportunities. As a result of your analysis, you will provide actionable insights to product leaders so they can make informed data driven decisions to drive the business.
Responsibilities:
Conduct the standard suite of product analyses to uncover insights about our product and users:
cohort analysis, funnel analysis, user segmentation, etc. Analyze product journey and customer acquisition data and provide valuable, data-centric insights, and solutions Provide actionable results that the business can leverage to set strategic direction and make day-to-day decisions Develop standardized dashboards and ad hoc reports to inform business decisions, with an emphasis on automation and scalability Design and analyze A/B... tests to drive KPI improvements Apply expertise in quantitative analysis and data visualization to tell the story behind the numbers and provide recommendations to leadership Partner with Engineering to optimize data tracking/quality and drive data warehouse improvements Desired Skills and
Qualifications:
Bachelor's degree in Business, Marketing, Statistics, Mathematics or related quantitative field 4
years of business focused analysis experience in a Data Analyst or Business Intelligence focused role Experience analyzing product data or providing analytics and insights to product team is required Strong SQL and Excel skills with at least a working knowledge of R, Python, or other scripting language preferred Experience developing and maintaining reports in Tableau or other data visualization tool Experience analyzing A/B and multivariate results for campaign and engagement performance Experience with tracking and analytics tools such as Google Analytics, Google Tag Manager, Mixpanel, Optimizely, and Tableau strongly preferred Comfortable with large data sets and interest in building data models for consumer behavior and business metrics Strong analytical, organizational and interpersonal skills Effective communication skills to present information to technical and non-technical audience Highly motivated self-starter with the ability to work efficiently with minimal supervision Knowledge of and curiosity to stay current on industry analytical trends
Salary Range:
$80K -- $150K
Minimum Qualification
Data Science & Machine LearningEstimated Salary: $20 to $28 per hour based on qualifications Show more details...
Responsibilities:
Conduct the standard suite of product analyses to uncover insights about our product and users:
cohort analysis, funnel analysis, user segmentation, etc. Analyze product journey and customer acquisition data and provide valuable, data-centric insights, and solutions Provide actionable results that the business can leverage to set strategic direction and make day-to-day decisions Develop standardized dashboards and ad hoc reports to inform business decisions, with an emphasis on automation and scalability Design and analyze A/B... tests to drive KPI improvements Apply expertise in quantitative analysis and data visualization to tell the story behind the numbers and provide recommendations to leadership Partner with Engineering to optimize data tracking/quality and drive data warehouse improvements Desired Skills and
Qualifications:
Bachelor's degree in Business, Marketing, Statistics, Mathematics or related quantitative field 4
years of business focused analysis experience in a Data Analyst or Business Intelligence focused role Experience analyzing product data or providing analytics and insights to product team is required Strong SQL and Excel skills with at least a working knowledge of R, Python, or other scripting language preferred Experience developing and maintaining reports in Tableau or other data visualization tool Experience analyzing A/B and multivariate results for campaign and engagement performance Experience with tracking and analytics tools such as Google Analytics, Google Tag Manager, Mixpanel, Optimizely, and Tableau strongly preferred Comfortable with large data sets and interest in building data models for consumer behavior and business metrics Strong analytical, organizational and interpersonal skills Effective communication skills to present information to technical and non-technical audience Highly motivated self-starter with the ability to work efficiently with minimal supervision Knowledge of and curiosity to stay current on industry analytical trends
Salary Range:
$80K -- $150K
Minimum Qualification
Data Science & Machine LearningEstimated Salary: $20 to $28 per hour based on qualifications Show more details...
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