Remote VP, Regional Wealth Management Consultant

Imea; San Francisco (MI, CA); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Bonus plan

Generous PTO

401k with 5% company match

Tuition reimbursement

Mentorship program

Live and online learning

Job summary

American Century Investments seeks a Vice President, Regional Wealth Management Consultant to manage a Northern California territory remotely. The role focuses on wholesale support, client relationship growth, and timely responses to inquiries, with base salary discussions in California market ranges.

Role requires Series 7 and 63 licenses, a Bachelor’s degree or equivalent, and strong interpersonal and analytical skills.

Qualifications

• Five+ years of sales experience in financial services or related field.
• Series 7 and 63 licenses required or in progress.
• Bachelor’s degree or equivalent experience in a related field.

Responsibilities

• Build relationships with Wealth Management clients and increase assets through proactive calls and site visits.
• Develop and implement territory plans; collaborate with an Internal Wholesaler.
• Present fund offerings using analysis software to demonstrate value.
• Create and execute marketing plans with marketing program managers.
• Analyze sales data and prepare reports on profitability and trends.

Skills

Sales experience

Series 7

Series 63

Interpersonal skills

Investment analysis

Communication

MS Office

Salesforce CRM

Morningstar Principia

Zephyr StyleAdvisor

Education

Bachelor's degree or equivalent

Tools

Morningstar Principia

Zephyr StyleAdvisor

Salesforce CRM

Market Metrics data

MS Outlook

MS Office

Job description

American Century Investments seeks a Vice President, Regional Wealth Management Consultant to manage a Northern California territory remotely. The role focuses on wholesale support, client relationship growth, and timely responses to inquiries, with base salary discussions in California market ranges.

Role requires Series 7 and 63 licenses, a Bachelor’s degree or equivalent, and strong interpersonal and analytical skills.