Investment Representative (Class Of 2027)

American Century Investments; United States; On-site; USD 28,000 - 39,000; Full time

Benefits offered by this job

Competitive pay

Tuition reimbursement

401K matching

Paid time off

Annual bonuses

On-site parking

Career advancement

Job summary

American Century Investments is seeking motivated individuals for an Investment Representative training program. You will join our Client Care team, handling inbound calls, learning investment products, and preparing for essential securities licenses.

Training is paid, with onboarding and a structured path toward licensure and client‑facing responsibilities. Success requires strong communication, organization, and comfort with technology.

Qualifications

• Bachelor’s degree or equivalent
• Crucial communication and task organization skills
• Typing 30 WPM minimum and proficient computer usage
• Ability to show resilience, flexibility, and relationship management
• Demonstrates winning behaviors: Client Focused, Courageous, Collaborative, Curious, Adaptable

Responsibilities

• Learn key investment products, policies, and industry knowledge.
• Handle a high-volume inbound call environment with a focus on client service.
• Build client relationships and communicate opportunities to grow assets.
• Complete required licenses (SIE, Series 7, Series 63) with company sponsorship.

Skills

Communication

Task organization

Typing 30 WPM

Resilience

Client-focused

Education

Bachelor’s degree or equivalent

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 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 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.

Role Summary

We are seeking a diverse group of professionals to join our team in our Investment Representative training program. Upcoming Start Dates: January, 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

What 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.

Schedule

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.

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.

American Century Proprietary Holdings, Inc. All rights reserved.

American Century Investments® is a leading asset manager focused on delivering investment results and building long‑term client relationships while supporting research that can improve human health and save lives.

It’s how we manage money and make an impact.

Want Information about our Benefits?

At American Century Investments, we believe in taking care of our people because when you thrive, and so do we.

Learn more about our benefits and perks here.