American Century Investments
VP, Regional Wealth Management Consultant
American Century Investments, New York, New York, us, 10261
Employer Industry: Financial Services
Why consider this job opportunity
Salary up to $100,000
Competitive compensation package with a bonus plan
Generous PTO and competitive benefits
401k with a 5% company match plus an annual performance-based discretionary contribution
Opportunities for professional development, including tuition reimbursement and mentorship programs
Flexible remote work option based in Long Island or Westchester, NY
What to Expect (Job Responsibilities)
Build relationships and increase assets for assigned Wealth Management clients through proactive engagement and consultative support
Develop and implement marketing plans in collaboration with marketing and communications teams
Assist in timely dissemination of sales information, maintaining sales activity history, and analyzing data for insights and recommendations
Participate in regional and national conferences to promote services and expand networks
Stay updated on investment management trends and developments affecting clients
What is Required (Qualifications)
Five+ years of sales experience, ideally in financial services
Series 7 and 63 licenses
Bachelor's degree or equivalent experience in a related field
Proven interpersonal, investment analysis, and communication skills
Proficient in Microsoft Office, Morningstar Principia, Zephyr StyleAdvisor, MS Outlook, Salesforce CRM, and Market Metrics data
How to Stand Out (Preferred Qualifications)
Ten years of financial industry experience, ideally within asset management
Experience with all distribution channels, including RIAs, independent and regional broker-dealers, and wire houses
#FinancialServices #WealthManagement #SalesOpportunity #RemoteWork #CareerGrowth
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. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
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Why consider this job opportunity
Salary up to $100,000
Competitive compensation package with a bonus plan
Generous PTO and competitive benefits
401k with a 5% company match plus an annual performance-based discretionary contribution
Opportunities for professional development, including tuition reimbursement and mentorship programs
Flexible remote work option based in Long Island or Westchester, NY
What to Expect (Job Responsibilities)
Build relationships and increase assets for assigned Wealth Management clients through proactive engagement and consultative support
Develop and implement marketing plans in collaboration with marketing and communications teams
Assist in timely dissemination of sales information, maintaining sales activity history, and analyzing data for insights and recommendations
Participate in regional and national conferences to promote services and expand networks
Stay updated on investment management trends and developments affecting clients
What is Required (Qualifications)
Five+ years of sales experience, ideally in financial services
Series 7 and 63 licenses
Bachelor's degree or equivalent experience in a related field
Proven interpersonal, investment analysis, and communication skills
Proficient in Microsoft Office, Morningstar Principia, Zephyr StyleAdvisor, MS Outlook, Salesforce CRM, and Market Metrics data
How to Stand Out (Preferred Qualifications)
Ten years of financial industry experience, ideally within asset management
Experience with all distribution channels, including RIAs, independent and regional broker-dealers, and wire houses
#FinancialServices #WealthManagement #SalesOpportunity #RemoteWork #CareerGrowth
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. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.
#J-18808-Ljbffr