Remote Regional Wealth Advisor (Wisconsin)

American Century Investments; Madison (WI); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Bonus plan

Generous PTO

401k 5% company match

Tuition reimbursement

Mentorship program

Job summary

American Century Investments seeks a Vice President, Regional Wealth Management Consultant to cultivate relationships with Wealth Management clients across Wisconsin. The role includes wholesaling support, value-added services, and coordinating on-site meetings to meet client needs.

The position is remote and based in Wisconsin, requiring Series 7 and 63 licenses, a bachelor’s degree, and strong communication and analytical skills.

Qualifications

• Five+ years of sales experience in financial services or related field.
• Proven interpersonal, written and verbal communication skills.
• Basic investment analysis and client servicing abilities.

Responsibilities

• Build relationships and grow assets for assigned Wealth Management clients in the Wisconsin territory.
• Develop and implement marketing plans for clients in collaboration with marketing managers.
• Disseminate sales information; maintain activity history and data analyses.
• Participate in regional and national conferences to represent the firm.
• Stay current on investments, industry developments, and client-related trends.

Skills

Sales experience

Interpersonal skills

Investment analysis

Written and verbal communication

Education

Bachelor’s degree or equivalent

Tools

MS Office

Morningstar Principia

Zephyr StyleAdvisor

MS Outlook

Salesforce CRM

Market Metrics

Job description

American Century Investments seeks a Vice President, Regional Wealth Management Consultant to cultivate relationships with Wealth Management clients across Wisconsin. The role includes wholesaling support, value-added services, and coordinating on-site meetings to meet client needs.

The position is remote and based in Wisconsin, requiring Series 7 and 63 licenses, a bachelor’s degree, and strong communication and analytical skills.