Job details

Investment Representative

Our Firm

American Century Investments® is a leading global asset manager with over 60 years of experience helping investors achieve their financial goals. Serving a broad client base including financial advisors, institutions, and individual investors, we offer a wide range of investment strategies across a variety of investment disciplines.

We are committed to providing institutional-quality, actively managed solutions with a performance-centered approach. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.

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We are seeking a diverse group of professionals to join our team in our October 2023 Investment Representative training program.

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 contact center, 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 selection of investments, account management & troubleshooting across client inquiries.

We have crafted an outstanding, 2-month classroom style onboarding and training program to set our representatives on a path to success at our firm. All representatives complete a comprehensive learning program to successfully prepare them for acquiring their FINRA Series 6, Series 63 and Securities Industry Essentials (SIE). Licensing begins in the first week of training. The training materials, training period and the sponsorship of these licenses is 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
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.

Get a feel for our strong employee culture, modern offices, and the vast opportunities available to develop your career at American Century in this

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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
Nurture new opportunities to acquire additional assets and new clients

Schedule:

Call center 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, 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 6-week training program, the trainee class will work from 8am-5pm CT
Post training, new hires may initially work 9am-6pm CT, with the opportunity to move 8am-5pm after achieving proficiency in the role. 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 1 hour lunch period throughout the day (lunch may be shortened if volume dictates)

Requirements for this role:

Model the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
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

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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.

American Century Investment Services, Inc., Distributor.

American Century Investments Glassdoor Company Review

3.9

American Century Investments DE&I Review

No rating

CEO of American Century Investments

Jonathan S. Thomas

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By American Century Investments

American Century Investments is a leading asset manager focused on delivering investment results and building long-term relationships while supporting research that can improve human health and save lives. Since our founding in 1958, American Cen...

12 jobs

FUNDING

Mature

INDUSTRY

Investment & Asset Management

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Kansas City, MO

DATE POSTED

August 4, 2023