VP, Regional Wealth Management Consultant
American Century InvestmentsLos Angeles, California, United States
Posted November 6, 2025
100000 - 100000 USD year
Full Time
About the Company
American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals.
Job Description
The Vice President, Regional Wealth Management Consultant will build relationships with assigned clients in the LA metro area, providing wholesaling support and demonstrating value-added services. This remote position will be based out of the LA Metro Area.
Requirements
- Five+ years of sales experience, ideally in financial services
- Series 7, 63
- Bachelor's degree or equivalent experience in a related field or an equivalent combination of education and work experience
- Proven interpersonal skills, investment analysis, written and verbal communication skills
- Solid understanding of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software and Market Metrics data
Benefits
- Competitive compensation package with bonus plan
- Generous PTO and competitive benefits
- 401k with 5% company match plus annual performance-based discretionary contribution
- Tuition reimbursement, formal mentorship program, live and online learning