American Century Investments
1001 - 5000 employees
Founded 1958
American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™.
VP, Regional Wealth Management Consultant
🕒 May 20
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American Century Investments
1001 - 5000 employees
Founded 1958
American Century Investments® is a leading asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve health and save lives. It’s how we help our clients Prosper With Purpose™.
📋 Description
• Build relationships and increase the assets of assigned Wealth Management clients • Provide wholesaling support and demonstrate value-added services • Schedule on-site meetings and respond to client requests • Work closely with an Internal Wholesaler to implement your territory plan • Apply fund analysis software systems to strategically demonstrate our offerings • Develop and implement marketing plans for assigned clients • Collaborate with marketing and communications program managers • Participate in various regional and national conferences
🎯 Requirements
• Five+ years of sales experience, ideally in financial services • Series 7, 63 • Bachelor's degree or equivalent experience in a related field or an equivalent combination of education and work experience • Proven interpersonal skills, investment analysis, written and verbal communication skills required • Solid understanding of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software and Market Metrics data
🏖️ Benefits
• Competitive compensation package with bonus plan • Generous PTO and competitive benefits • 401k with 5% company match plus annual performance-based discretionary contribution • Tuition reimbursement, formal mentorship program, live and online learning
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