VP, Regional Wealth Management Consultant
American Century Investments(3 months ago)
About this role
The Vice President, Regional Wealth Management Consultant is a territory-based sales leader responsible for growing and managing relationships with wealth management clients in the LA metro area for American Century Investments. The position is a remote, LA-based role focused on supporting firm distribution and client engagement efforts. This role requires U.S. work authorization and contributes to the firm’s asset growth and client-facing initiatives.
Required Skills
- Wholesaling
- Relationship Management
- Sales
- Investment Analysis
- Communication
- Microsoft Office
- Salesforce CRM
- Morningstar Principia
- Zephyr StyleAdvisor
- Market Metrics
+2 more
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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