Regional Wealth Management Specialist
American Century Investments(3 months ago)
About this role
The Internal Wholesaler — Financial Advisor at American Century Investments partners with external wholesalers to support sales across financial advisor channels and increase adoption of the firm’s investment products. This hybrid role is based in Los Angeles and works primarily via phone with limited travel in an assigned territory. The position supports intermediary sales teams and contributes to client and territory growth initiatives.
Required Skills
- Consultative Sales
- Client Engagement
- Prospecting
- Relationship Building
- Portfolio Consulting
- Data Analysis
- CRM
- Communication
- Microsoft Office
- Salesforce
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
About American Century Investments
americancentury.comLearn how you can plan, invest and manage your investments for all of your financial goals with American Century Investments.
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