Financial Consultant

Financial Consultant – American Century Investments Join to apply for the Financial Consultant role at American Century Investments. About Us 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. Our expertise spans global equities and fixed income, multi‑asset strategies, ETFs, and private investments. Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life‑threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone. All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you. Role Summary The Financial Consultant is responsible for the business development of a defined book of business of American Century’s high net worth client base with greater than $250k in investable assets, and accountable for acquiring new assets and new clients to American Century Investments. This sales position is responsible for self‑generating new opportunities within an assigned territory/book by establishing trust and rapport with American Century Investments’ clients and prospects to build long‑term relationships. You will serve between 300‑400 clients when the book reaches full capacity. This hybrid position will be based out of our Kansas City office. This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. How You Will Make An Impact Provide clients a single point of contact for all of their investment, planning and guidance needs Identify, execute and follow through on opportunities to gather new and additional client assets by engaging in client‑centered discussions Develop long‑term customer relationships by careful planning to meet clients’ short and long‑term goals by providing and demonstrating solid financial planning skills and client‑centered advice and guidance interactions Effectively manage a pipeline of leads and prospects Outbound calling to prospects and current clients based on leads from internal scoring models, campaigns and self‑generated leads from assigned book of business Work inbound leads from the contact center and branches as they are uncovered Demonstrate a business development focus resulting in additional opportunities through engagements with clients and prospects Adhere and leverage compliance/risk tools and procedures while maintaining the client’s best interest Utilize advice and guidance tools, fund analysis and other resources to strategically leverage products as appropriate Position appropriate products based on needs of the client’s financial situation Leverage data and insights to create effective outreach efforts Achieve focused business/sales goals as defined by the needs of the business at both a team and individual level Effectively work with business partners including Marketing, Client Business Management, Contact Center, and external partners with a focus on acquisition, process improvements, and increased efficiency and productivity Plan and execute territory travel What You Bring To The Team Highly motivated, self‑starter Demonstrated practice of a sales process including prospecting, profiling, assessing needs, presenting solutions and closing Excellent communication, presentation and consultative selling skills Ability to complete financial plans Ability to manage relationships with clients including building trust and rapport Ability to have educational/guidance‑based conversations to help clients make informed investment decisions with respect to their financial planning goals Exhibits capital markets and competitive knowledge: compare, contrast and communicate American Century products with competitor products Utilizes effective time management/prioritization skills and leverages resources to maximize results Adaptable to the evolving needs of clients, systems and internal business model Collaborates and innovates – open to new ideas Systems proficiency including Seismic, Salesforce, Microsoft Office Bachelor’s Degree or an equivalent combination of education and professional work experience Series 7 and 66 Certified Financial Planner (CFP), preferred Financial planning experience, preferred Minimum of 3 years’ sales experience, preferred Demonstrates the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven. The above statements are not intended to be a complete list of all responsibilities, duties, and skills required. What We Offer 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 Learn more about our benefits and perks. 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. American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions. We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to HR‑Talent_Acquisition@americancentury.com. All requests for accommodation will be addressed as confidentially as practicable. 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 Proprietary Holdings, Inc. All rights reserved. #J-18808-Ljbffr