Investment Representative (Class Of 2027)

American Century Investments; Kansas City (MO); Hybrid; USD 27,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Tuition reimbursement

401K matching

Paid time off

Annual bonuses

Dress code

Free on-site parking

Generous benefits

Career advancement opportunities

Job summary

American Century Investments is seeking a diverse group of Investment Representatives to join our client care team in a structured training program. Upcoming start dates: February, June, and September 2027.

Trainees will prepare for SIE, Series 7, and Series 63 licenses; sponsorship for licenses is provided by American Century. The role involves handling inbound client inquiries in a highly structured environment.

Qualifications

• Bachelor’s degree or equivalent combination of education and work experience.
• Strong communication and organization skills.
• Typing speed of at least 30 WPM.

Responsibilities

• Learn how to cultivate and nurture client relationships and build dedication to our brand by providing efficient, effective, and friendly client service
• Develop understanding of ACI funds, products, policies, procedures, and financial industry knowledge
• Understand IRS regulations and tax implications to provide value to clients
• Craft investment solutions for clients by offering personalized, relevant investment solutions
• Embed our Service to Sales culture by communicating new opportunities to clients that will benefit their financial situation and the firm
• Receive continuing education up-training to handle additional call types within different business units from an overflow perspective

Skills

Crucial communication

Task organization

Typing 30 WPM

Relationship management

Computer literacy

Education

Bachelor’s degree

Job description

About Us

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 owned 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

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

Upcoming Start Dates: February, June, and September 2027.

If you enjoy helping people achieve their financial goals, learning about the

investment industry, and developing an understanding of client-centric sales strategies, this is an excellent opportunity to launch a rewarding career in

financial services!

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.

Prior to classroom training, all representatives will be provided a comprehensive study program to successfully prepare them for acquiring their Securities Industry Essentials (SIE), Series 7, and Series 63 to become fully registered. The training materials, training period and the sponsorship of the licenses are paid for by American Century. After studying, we have crafted a 5-week classroom style onboarding and training program to set our representatives on a path to success at our firm.

What We Offer

• Competitive Pay: $24.04 per hour starting with bonus opportunity
• Flexible workplace plans post-training, once proficient
• Tuition reimbursement
• 401K matching
• 32 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

How You Will Make an Impact

• 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:
• 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

What You Bring to the Team (Required)

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

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.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to [e-mail]. All requests for accommodation will be addressed as confidentially as practicable.

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.

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American Century Proprietary Holdings, Inc. All rights reserved.