VP, Regional Wealth Management Consultant
American Century Investments(3 months ago)
About this role
The Vice President, Regional Wealth Management Consultant at American Century Investments is a client-facing role supporting the firm's Wealth Management territory covering the DC Metro area (including Virginia and parts of Maryland). This remote position represents the firm's investment capabilities to wealth management clients and is based in the DC Metro area; applicants must be authorized to work in the U.S. without visa sponsorship.
Required Skills
- Sales
- Client Relations
- Wholesaling
- Fund Analysis
- Presentation
- Marketing
- Data Analysis
- Salesforce CRM
- Microsoft Office
- Morningstar Principia
Qualifications
- Series 7
- Series 63
- Bachelor's Degree
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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