American Century Investments
VP, Regional Wealth Management Consultant
American Century Investments, California, Missouri, United States, 65018
Employer Industry
Asset Management
Why consider this job opportunity
Competitive compensation package with bonus plan
Generous PTO and comprehensive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Opportunities for tuition reimbursement and participation in a formal mentorship program
Remote work flexibility within the LA Metro area
Chance to make a meaningful impact by supporting clients in achieving their financial goals
What to Expect (Job Responsibilities)
Build and maintain relationships with assigned Wealth Management clients to increase assets
Develop and implement targeted marketing plans in collaboration with marketing and communications teams
Analyze sales data and maintain records of sales activities and call data
Participate in regional and national conferences to enhance client engagement
Stay updated on investment management trends and developments relevant to clients
What is Required (Qualifications)
Five+ years of sales experience in financial services
Series 7 and 63 licenses
Bachelor’s degree or equivalent experience in a related field
Strong interpersonal, investment analysis, and communication skills
Proficiency in Microsoft Office, Morningstar Principia, Salesforce CRM, and Market Metrics data
How to Stand Out (Preferred Qualifications)
Ten years of experience in the financial industry, particularly within asset management
Familiarity with various distribution channels, including RIAs and broker dealers
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
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Why consider this job opportunity
Competitive compensation package with bonus plan
Generous PTO and comprehensive benefits
401k with 5% company match plus annual performance-based discretionary contribution
Opportunities for tuition reimbursement and participation in a formal mentorship program
Remote work flexibility within the LA Metro area
Chance to make a meaningful impact by supporting clients in achieving their financial goals
What to Expect (Job Responsibilities)
Build and maintain relationships with assigned Wealth Management clients to increase assets
Develop and implement targeted marketing plans in collaboration with marketing and communications teams
Analyze sales data and maintain records of sales activities and call data
Participate in regional and national conferences to enhance client engagement
Stay updated on investment management trends and developments relevant to clients
What is Required (Qualifications)
Five+ years of sales experience in financial services
Series 7 and 63 licenses
Bachelor’s degree or equivalent experience in a related field
Strong interpersonal, investment analysis, and communication skills
Proficiency in Microsoft Office, Morningstar Principia, Salesforce CRM, and Market Metrics data
How to Stand Out (Preferred Qualifications)
Ten years of experience in the financial industry, particularly within asset management
Familiarity with various distribution channels, including RIAs and broker dealers
We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
#J-18808-Ljbffr