Investment Representative (Class Of 2027)
About The Position
We are seeking a diverse group of professionals to join our team in our Investment Representative training program. Upcoming Start Dates: February, June, and September 2027. If you enjoy helping people achieve their financial goals, learning about the investment industry, and developing an understanding of client-centric sales strategies, this is an excellent opportunity to launch a rewarding career in financial services! This position sits within our Personal Financial Solutions Client Care Organization, and each of our representatives individually handle a fluctuating volume of inbound calls from our retail investors every single day. Investment Representatives work within a highly structured/scheduled environment to deliver a top-tier client experience and handle a variety of requests including transactions, account management & troubleshooting across client inquiries. Prior to classroom training, all representatives will be provided a comprehensive study program to successfully prepare them for acquiring their Securities Industry Essentials (SIE), Series 7, and Series 63 to become fully registered. The training materials, training period and the sponsorship of the licenses are paid for by American Century. After studying, we have crafted a 5-week classroom style onboarding and training program to set our representatives on a path to success at our firm.
Requirements
- Bachelor’s degree or an equivalent combination of education and work experience
- Crucial communication and task organization skills
- Sophisticated skill in computer usage and the ability to type 30 WPM minimum
- Ability to practice resiliency, flexibility, and relationship management
- Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven
- Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
Responsibilities
- Learn how to cultivate and nurture client relationships and build dedication to our brand by providing efficient, effective, and friendly client service
- Develop a keen understanding and ability to communicate ACI funds, products, policies, procedures, and financial industry knowledge
- Develop foundational understanding of the IRS regulations and recognition of tax implications in order to provide our clients value
- Craft new value for clients by offering personalized, relevant investment solutions
- Embed our Service to Sales culture by communicating new opportunities to our clients that will not only benefit their financial situation, but also the firm by acquiring additional assets and new clients
- Receive continuing education up-training to enable handling additional call types within different business units from an overflow perspective
Benefits
- Competitive Pay: $24.04 per hour starting with bonus opportunity
- Flexible workplace plans post-training, once proficient
- Tuition reimbursement
- 401K matching
- 32 days paid time off/holidays each year
- Annual Bonuses dependent on employee and company performance
- Business Casual Dress Code
- Free On-Site Parking
- Generous benefits plans and resources
- Opportunities for future career advancement within the department or into other areas of the company, including: Sales, Legal, Information Technology, Accounting, Finance, Operations, Human Resources, and more!
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
