VP, Regional Wealth Management Consultant
American Century InvestmentsCharlottesville, Virginia, United States • Maryland, United States
Posted November 6, 2025
100000 - 100000 USD year
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
We are seeking a VP, Regional Wealth Management Consultant to build relationships with assigned clients in our Wealth Management territory covering the DC Metro area. The role involves providing wholesaling support, demonstrating value-added services, scheduling on-site meetings, and responding to client requests.
Requirements
- Five+ years of sales experience, ideally in financial services
- Series 7, 63
- Bachelor's degree or equivalent experience in a related field or an equivalent combination of education and work experience
- Proven interpersonal skills, investment analysis, written and verbal communication skills required
- Solid understanding of Microsoft Office, Morningstar Principia and Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software and Market Metrics data
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