Remote Regional Wealth Management Consultant

American Century Investments; Lansing (MI); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation package with bonus plan

Generous PTO and benefits

401(k) with company match

Tuition reimbursement and mentorship program

Job summary

American Century Investments is seeking a Vice President, Regional Wealth Management Consultant to build relationships with clients across Michigan. This remote position focuses on wholesaling support and client engagement in the wealth management sector. Applicants should have a minimum of five years of financial services sales experience and possess Series 7 and 63 licenses.

The successful candidate will collaborate with internal teams to develop marketing strategies and analyze sales data to enhance client service. A competitive compensation package and generous benefits are offered.

Qualifications

• Five+ years of sales experience, ideally in financial services.
• Series 7, 63 licenses.
• Proven interpersonal skills, investment analysis, written and verbal communication skills.
• Solid understanding of Microsoft Office and Salesforce CRM software.

Responsibilities

• Build relationships and increase assets of assigned Wealth Management clients.
• Develop and implement marketing plans for clients.
• Maintain knowledge of American Century’s investment management and industry events.
• Identify and analyze sales data to provide insights.

Skills

Sales experience

Interpersonal skills

Investment analysis

Communication skills

Understanding of Microsoft Office

Experience with Salesforce CRM

Education

Bachelor’s degree or equivalent experience

Tools

Morningstar Principia

Zephyr StyleAdvisor

MS Outlook

Job description

American Century Investments is seeking a Vice President, Regional Wealth Management Consultant to build relationships with clients across Michigan. This remote position focuses on wholesaling support and client engagement in the wealth management sector. Applicants should have a minimum of five years of financial services sales experience and possess Series 7 and 63 licenses.

The successful candidate will collaborate with internal teams to develop marketing strategies and analyze sales data to enhance client service. A competitive compensation package and generous benefits are offered.