American Century Investments®

American Century Investments®

Regional Wealth Management Specialist

Los Angeles, California

No sponsorship$10k-$110kDetected 22 days ago
SalesforceCRMSalesOutbound SalesResearchLeadershipCommunicationAdaptabilityMicrosoft Office

About the role

  • Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.
  • Privately controlled and independent, we focus solely on investment management.
  • But there's an unexpected side to us, too.

Responsibilities

  • Establish and build strong relationships with financial advisors and licensed professionals through tailored content to communicate effectively, utilizing leadership pieces, practice management resources, and market insights to strengthen client connections.
  • Ensure a superior client experience through research, administrative support, and accurate documentation of all interactions in the CRM system.

Requirements

  • Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.
  • Employees are required to be in the office on a scheduled frequency.

Nice to have

  • Two to three years financial industry experience preferred.
  • Sales experience preferred.
  • Demonstrated knowledge of the financial intermediary marketplace.
  • Knowledge of American Century procedural and operational policies preferred.
  • Completion of Series 7 and 63 required within 3 months of employment date.
  • Demonstrated interpersonal, investment analysis, written and verbal communication skills required.
  • Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred.

Compensation

  • 401k with 5% company match plus annual performance-based discretionary contribution

Benefits

  • Competitive compensation package with bonus plan
  • Generous PTO and competitive benefits
  • Tuition reimbursement, formal mentorship program, live and online learning
  • Learn more about our benefits and perks.
  • Actual offers are based on various factors including but not limited to a candidate's location, skills, experience, and relevant education and/or training.

Company info

  • American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.
  • Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct 40% of our dividends every year-over $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone.
  • All who work here around the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you.
  • Role Summary
  • American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals.
  • We direct 40% of our dividends every year-over $2 billion since 2000-to the Stowers Institute for Medical Research.
  • Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's.
  • So, the better we do for our clients, the more we can do for everyone.
  • All who work here around the globe are inspired every day by the unique difference our hard work can make in so many lives.
  • It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway.
  • If you're excited to learn more about us, we can't wait to learn more about you.

Equal opportunity

  • As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
  • If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR-Talent_Acquisition@americancentury.com.
  • All requests for accommodation will be addressed as confidentially as practicable.

Visa & Work Authorization

  • This position is not eligible for visa sponsorship.
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This listing is sourced directly from American Century Investments®'s careers page and normalized into a canonical job model.