Remote VP, Regional Wealth Management Consultant — Michigan

American Century Investments; Michigan; Hybrid; USD 100.000 - 150.000; Vollzeit

Benefits dieser Stelle

Competitive compensation package with bonus plan

Generous PTO

401(k) with 5% company match

Tuition reimbursement

Zusammenfassung

American Century Investments in Michigan is seeking a Vice President, Regional Wealth Management Consultant to build relationships with wealth management clients and provide wholesaling support. This remote role requires a strong sales background and a commitment to client service.

The ideal candidate has over five years of financial services sales experience, relevant certifications, and proficiency in tools like Salesforce CRM. Competitive compensation, generous PTO, and a robust benefits package are offered.

Qualifikationen

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

Aufgaben

• Build relationships and increase assets for Wealth Management clients.
• Conduct consultations and present product offerings.
• Collaborate to implement territory plans.

Kenntnisse

Sales experience in financial services

Interpersonal skills

Investment analysis

Written and verbal communication skills

Understanding of Microsoft Office

Salesforce CRM software

Ausbildung

Bachelor’s degree or equivalent experience

Series 7, 63 certification

Tools

Morningstar Principia

Zephyr StyleAdvisor

MS Outlook

Market Metrics data

Jobbeschreibung

American Century Investments in Michigan is seeking a Vice President, Regional Wealth Management Consultant to build relationships with wealth management clients and provide wholesaling support. This remote role requires a strong sales background and a commitment to client service.

The ideal candidate has over five years of financial services sales experience, relevant certifications, and proficiency in tools like Salesforce CRM. Competitive compensation, generous PTO, and a robust benefits package are offered.