Financial Consultant-Investor Center

2 weeks ago

Kansas City, United States American Century Investment Services, Inc. Full time

American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors, offering 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 mindset. Our expertise spans global growth equity, global value equity, disciplined equity, multi-asset strategies, global fixed income, alternatives, and ETFs.

Privately controlled and independent, we focus solely on investment management. This empowers us to align our decisions with client expectations and concentrate on their long-term money management needs.

Our culture of winning behaviors exemplifies our dedication to clients every single day. Delivering investment results enables us to distribute over 40% of our dividends-more than $1.8 billion - to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization with a controlling interest in American Century Investments. Our dividend payments provide ongoing financial support for the Institute's work of uncovering the causes, treatments, and prevention of life-threatening diseases, like cancer.

For more information, please visit americancentury.com.

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.

The primary responsibilities of the Financial Consultant are:

  • 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
Required Skills
  • Demonstrates the American Century Investments Winning Behaviors-Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Client Focused
  • 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
  • Plan and execute territory travel
Required Experience/Education
  • 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
  • Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.


Additional Requirements:

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.

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.

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

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