Job details

Investment Representative (May 2025 Class)

Get a free resume review

Our Firm

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 over 40% of our profits every year—more than $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 1,400 of us across 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.

We are seeking a diverse group of professionals to join our team in our Investment Representative training program.

The start date for this class is May 19, 2025.

If you enjoy helping people achieve their goals, learning about finance, and developing an understanding of client-centric sales strategies - this role is a magnificent place to start a future in our industry!

This position sits within our Personal Financial Solutions Client Care Organization, and each of our representatives individually handle a fluctuating volume of inbound calls from our retail investors every single day. Investment Representatives work within a highly structured/scheduled environment to deliver a top-tier client experience and handle a variety of requests including transactions, account management & troubleshooting across client inquiries.

We have crafted an outstanding, 5-week classroom style onboarding and training program to set our representatives on a path to success at our firm. Post training and based on phone volumes, all representatives will be provided a comprehensive study program to successfully prepare them for acquiring their Securities Industry Essentials (SIE), Series 6, and Series 63 to become fully registered. The training materials, training period and the sponsorship of the licenses are paid for by American Century.

Why should you work at ACI? We offer:

Competitive Pay: $23.26 per hour starting with bonus opportunity
Flexible workplace plans post-training
Tuition reimbursement
401K matching
529 match program for eligible dependents with company match up to $1,000 annually
31 days paid time off/holidays each year
Annual Bonuses dependent on employee and company performance
Business Casual Dress Code
Free On-Site Parking
Generous benefits plans and resources
Opportunities for future career advancement within the department or into other areas of the company, including: Sales, Legal, Information Technology, Accounting, Finance, Operations, Human Resources, and more! 65% of our Associates were promoted to new positions within their first two years.

In this role, you will:

Learn how to cultivate and nurture client relationships and build dedication to our brand by providing efficient, effective, and friendly client service
Develop a keen understanding and ability to communicate ACI funds, products, policies, procedures, and financial industry knowledge
Develop foundational understanding of the IRS regulations and recognition of tax implications in order to provide our clients value
Craft new value for clients by offering personalized, relevant investment solutions
Embed our Service to Sales culture by communicating new opportunities to our clients that will not only benefit their financial situation, but also the firm by acquiring additional assets and new clients
Receive continuing education up-training to enable handling additional call types within different business units from an overflow perspective

Schedule:

Within this position, scheduling is highly structured to ensure the best balance between our representative’s availability and client servicing
Upon the successful completion of the initial training period and showing proficiency, employees can look forward to a hybrid work schedule of up to 3 days in-office and 2 days from home (subject to change based on business needs)
During the paid 5-week training program, the trainee class will work Monday-Friday from 8am-5pm CT
Post training, new hires will work one of the following schedules:
8:00am – 4:30pm (30-minute lunch)
8:30am – 5:00pm (30-minute lunch)
The exact time will be discussed with the new hire from their direct manager.
Each day has a set schedule of two 15-minute breaks and a 30-minute lunch period throughout the day
Schedules may be adjusted as volume and business needs dictates. For example, during high volume periods, PTO and scheduled off the phone activities may be reduced or eliminated.

Requirements for this role:

Bachelor’s degree or an equivalent combination of education and work experience
Crucial communication and task organization skills
Sophisticated skill in computer usage and the ability to type 30 WPM minimum
Ability to practice resiliency, flexibility, and relationship management
Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.

Additional Requirements:

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

#LI-Hybrid

Average salary estimate

$48216 / YEARLY (est.)

min

max

$48216K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Investment Representative (May 2025 Class), American Century

Are you ready to kickstart your career in finance? At American Century Investments, we’re looking for enthusiastic candidates to join our Investment Representative training program starting May 19, 2025! As an Investment Representative, you’ll be at the forefront of helping our retail investors achieve their financial goals through top-notch client service. Every day, you’ll handle a dynamic range of inbound calls and requests, ensuring our clients receive the assistance they need. With over 65 years in the industry, our firm not only excels in investment management but also prides itself in making a difference by directing a significant portion of profits to life-saving research. You'll receive comprehensive training, including a paid 5-week onboarding program, where you’ll learn about our funds and products, develop client relationships, and become proficient in financial regulations. We believe in nurturing talent, and our flexible workplace plan allows for a hybrid work schedule post-training, maximizing your work-life balance. With competitive pay starting at $23.26 per hour plus bonuses, generous paid time off, and opportunities for career advancement, American Century Investments is committed to helping you grow both personally and professionally. If you’re eager to learn, provide exceptional service, and build a future in the finance industry, we can’t wait to hear from you!

Frequently Asked Questions (FAQs) for Investment Representative (May 2025 Class) Role at American Century

What are the main responsibilities of an Investment Representative at American Century Investments?

Investment Representatives at American Century Investments are responsible for handling a variety of inbound calls from retail investors, managing transactions, account queries, and providing top-level client support. They cultivate and nurture client relationships while offering personalized investment solutions to meet client needs.