Investment Representative Trainee: Client Care & Growth

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

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.