Regional Wealth Management Specialist
American Century InvestmentsLos Angeles, California, United States
Posted January 22, 2026
60000 - 70000 USD
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
American Century Investments is seeking a Regional Wealth Management Specialist to drive sales within the intermediary sales desk, focusing on building relationships with financial advisors and managing existing relationships to increase sales of American Century Investments' products.
Requirements
- Bachelor’s degree in a related field or an equivalent combination of education and work experience
- Two to three years financial industry experience preferred
- Demonstrated knowledge of the financial intermediary marketplace
- Completion of Series 7 and 63 required within 3 months of employment date
- Working knowledge of Microsoft Office, Morningstar, Morningstar Direct, Outlook and Salesforce CRM software preferred
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
