Regional Wealth Management Specialist

American Century Proprietary Holdings Inc

Los Angeles, CA, US
Base: $100,000 - $110,000; bonus: eligible for cas...
Hybrid
Consultative sales approach for financial advisors
Outbound calling and email prospecting
Territory management and client engagement
The role focuses on partnering with external wholesalers to build relationships with financial advisors and generate sales for American Century Investments

Job Summary

  • The role focuses on partnering with external wholesalers to build relationships with financial advisors and generate sales for American Century Investments.
  • Employees are expected to use a consultative, client-first approach to deliver solutions rather than just products.
  • The company directs 40% of its dividends annually to the Stowers Institute for Medical Research to support breakthrough medical research.

Matching Summary

The role focuses on partnering with external wholesalers to build relationships with financial advisors and generate sales for American Century Investments.

Salary

Base: $100,000 - $110,000; Bonus: Eligible for cash incentive; Benefits: Generous PTO, 401k with 5% match plus discretionary contribution

Skills & Requirements

Must-have

  • Consultative sales approach for financial advisors
  • Outbound calling and email prospecting
  • Territory management and client engagement
  • Portfolio consulting using analytical tools

Nice-to-have

  • Entrepreneurial business-owner mentality
  • Experience with Morningstar Direct software
  • Knowledge of wire house and independent advisors
  • Ability to work in a hybrid office environment

Key Requirements

  • Bachelor's degree or equivalent experience
  • Series 7 and Series 63 licenses required within 3 months
  • 2-3 years financial industry sales experience preferred
  • Must be authorized to work in the US without visa sponsorship

Work Rights

Must be authorized to work in the U.S. without visa sponsorship

Tailored Resume

Cover Letter