Wealth Management Specialist I
| Company | American Century Investments |
|---|---|
| Location | Kansas City, MO, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s degree in a related field or an equivalent combination of education and work experience.
- Shown knowledge of the financial intermediary marketplace.
- Series 7 and 63 certifications are required for the role. Completion of these certifications is required within 3 months of employment date if not already held.
- Demonstrated interpersonal, investment analysis, written and verbal communication skills required.
- Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
Responsibilities
- Partner with your Consultants to sell product solutions and promote valuable services to our financial advisor relationships and prospects. This involves extensive proactive outbound telephone calls, using a consultative sales process, and documentation of activities in our client management database.
- Use fund analysis and other research tools to strategically demonstrate our product offerings. Continually build and maintain an understanding of American Century’s investment management practices, policies, products and valuable services. Remain current on events that impact our clients including industry events and general market trends.
- Collaborate with your Consultant partner(s) and internal resources to develop and implement territory business plans to increase sales and attain/exceed territory specific sales and net investment goals.
- Participate in regional and national conferences as needed. In-person contact with key clients as agreed upon with manager and Consultant partner(s) is also required.
Preferred Qualifications
- 2-3 years financial industry experience preferred.
- Sales experience preferred.
- Knowledge of American Century procedural and operational policies preferred.
- Solid understanding of WebEx technology, LinkedIn and other social media, Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred.