Investment Representative jobs in the United States

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Investment Representative
  • American Century Investments
  • Kansas, MO FULL_TIME
  • Our Firm

    American Century Investments® is a leading global asset manager with over 60 years of experience helping investors achieve their financial goals. Serving a broad client base including financial advisors, institutions, and individual investors, we offer a wide range of investment strategies across a variety of investment disciplines. We are committed to providing institutional-quality, actively managed solutions with a performance-centered approach. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.


    Our Firm

    American Century Investments® is a leading global asset manager with over 60 years of experience helping investors achieve their financial goals. Serving a broad client base including financial advisors, institutions, and individual investors, we offer a wide range of investment strategies across a variety of investment disciplines.

    We are committed to providing institutional-quality, actively managed solutions with a performance-centered approach. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.


    Click here to learn more about our story and our focus on Social Impact!



    We are seeking a diverse group of professionals to join our team in our Investment Representative training program.

    If you enjoy helping people achieve their goals, learning about finance, and developing an understanding of client-centric sales strategies - this role is a magnificent place to start a future in our industry!

    This position sits within our Personal Financial Solutions contact center, 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 selection of investments, account management & troubleshooting across client inquiries.

    We have crafted an outstanding, 2-month classroom style onboarding and training program to set our representatives on a path to success at our firm. All representatives complete a comprehensive learning program to successfully prepare them for acquiring their FINRA Series 6, Series 63 and Securities Industry Essentials (SIE). Licensing begins in the first week of training. The training materials, training period and the sponsorship of these licenses is paid for by American Century.


    Why should you work at ACI? We offer:

    • Competitive Pay: $23.26 per hour starting with bonus opportunity
    • Flexible workplace plans post-training
    • Tuition reimbursement
    • 401K matching
    • 529 match program for eligible dependents with company match up to $1,000 annually
    • 31 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! 65% of our Associates were promoted to new positions within their first two years.


    Get a feel for our strong employee culture, modern offices, and the vast opportunities available to develop your career at American Century in this short video.


    In this role, you will...

    • 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
    • Nurture new opportunities to acquire additional assets and new clients


    Schedule:

    • Call center scheduling is highly structured to ensure the best balance between our representative’s availability and client servicing
    • Upon the successful completion of the initial training period, employees can look forward to a hybrid work schedule of up to 3 days in-office and 2 days from home (subject to change based on business needs)
    • During the paid 6-week training program, the trainee class will work from 8am-5pm CT
    • Post training, new hires may initially work 9am-6pm CT, with the opportunity to move 8am-5pm after achieving proficiency in the role. The exact time will be discussed with the new hire from their direct manager.
    • Each day has a set schedule of two 15-minute breaks and 1 hour lunch period throughout the day (lunch may be shortened if volume dictates)


    Requirements for this role:

    • Model the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
    • 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


    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. 


    We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.


    American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

    American Century Investment Services, Inc., Distributor.


    ©2019 American Century Proprietary Holdings, Inc. All rights reserved.


  • 9 Days Ago

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Investment Representative
  • WESTERN STATE BANK
  • Devils Lake, ND FULL_TIME
  • The Investment Representative is responsible for providing Western customers with broad financial solutions and contributes to the organization’s ability to be a full financial provider by providing a...
  • 25 Days Ago

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Investment Representative
  • Wealthsimple
  • Canada, KY FULL_TIME
  • Your career is an investment that grows over time!Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we ...
  • 1 Month Ago

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Investment Representative
  • PFS - Frisco, TX
  • Frisco, TX FULL_TIME
  • About the jobNO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.This position can be fully remote. Great for the stay-at-home career seeker.All required pre-licensing courses & required ...
  • 1 Month Ago

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Customer Service Representative
  • Investment Realty, Inc.
  • Saint Robert, MO FULL_TIME
  • Seeking a Customer Service Representative responsible for managing both single family and multi-family properties. Person will perform the following duties daily but not limited to; showing units to c...
  • 9 Days Ago

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Front Desk / Customer Service Representative
  • Skygroup Investment LLC
  • Edison, NJ FULL_TIME
  • Front Desk / Customer Service Representative $20/hr starting guarantee and $500 Sign On Bonus Our mission is to deliver the dream of flight! Learn about iFLY’s Indoor Skydiving. iFLY is a global compa...
  • 14 Days Ago

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Senior Trust Officer - Client Services
  • Chevy Chase Trust
  • Bethesda, MD
  • Position Summary: The Senior Trust Officer is responsible for all administrative tasks related to the client relationshi...
  • 4/19/2024 12:00:00 AM

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Senior Trust Officer - Client Services
  • Chevy Chase Trust
  • Bethesda, MD
  • Position Summary: The Senior Trust Officer is responsible for all administrative tasks related to the client relationshi...
  • 4/18/2024 12:00:00 AM

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Acquisition Specialist
  • MetaPhase Consulting
  • Springfield, VA
  • Description At MetaPhase, we believe Quirky is Cool and being authentic is the only way to be! We take the work we do ve...
  • 4/18/2024 12:00:00 AM

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Financial Services Representative
  • LHH
  • Rockville, MD
  • We are seeking a dedicated Client Services Representative to join our dynamic team within the financial services industr...
  • 4/17/2024 12:00:00 AM

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JV Acquisition Specialist
  • Homes 4 Dinero LLC
  • Rockville, MD
  • Job Description Job Description Homes 4 Dinero is looking for highly motivated and self-driven Sales Representatives to ...
  • 4/17/2024 12:00:00 AM

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Financial Representative - Ashburn, VA
  • Fidelity TalentSource LLC
  • Ashburn, VA
  • Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the br...
  • 4/16/2024 12:00:00 AM

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Financial Services Representative
  • Lhh
  • Rockville, MD
  • We are seeking a dedicated Client Services Representative to join our dynamic team within the financial services industr...
  • 4/16/2024 12:00:00 AM

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Financial Representative - Bethesda, MD
  • Fidelity TalentSource LLC
  • Bethesda, MD
  • Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the br...
  • 4/16/2024 12:00:00 AM

Income Estimation for Investment Representative jobs
$48,110 to $64,565