Remote VP, Regional Wealth Management Consultant (WI)

American Century Investments; Northern (KY); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive compensation with bonus

Generous PTO and benefits

401k with 5% company match

Tuition reimbursement and mentorship

Job summary

American Century Investments is seeking a Vice President, Regional Wealth Management Consultant to strengthen relationships with Wealth Management clients in the Wisconsin region. You will provide wholesaling support, demonstrate value-added services, and coordinate on-site client meetings in a remote capacity based in Wisconsin.

The role requires a minimum of five years in sales within financial services, relevant securities licenses (Series 7, 63), and a Bachelor’s degree or equivalent

Qualifications

• Five+ years of sales experience in financial services or wealth management.
• Active securities licenses (Series 7, 63) required.
• Bachelor’s degree or equivalent experience in a related field.

Responsibilities

• Build relationships and increase assets for assigned Wealth Management clients.
• Engage in proactive call rotations, site visits, and on-site meetings.
• Collaborate with internal wholesalers to execute territory plans.
• Develop and implement marketing plans for clients.
• Analyze sales data and prepare profitability and trend reports.

Skills

Five+ years sales experience

Series 7

Series 63

Interpersonal skills

Written and verbal communication

Education

Bachelor's degree in related field

Equivalent experience

Tools

Morningstar Principia

Zephyr StyleAdvisor

MS Outlook

Salesforce CRM

Market Metrics

Job description

American Century Investments is seeking a Vice President, Regional Wealth Management Consultant to strengthen relationships with Wealth Management clients in the Wisconsin region. You will provide wholesaling support, demonstrate value-added services, and coordinate on-site client meetings in a remote capacity based in Wisconsin.

The role requires a minimum of five years in sales within financial services, relevant securities licenses (Series 7, 63), and a Bachelor’s degree or equivalent