Investment Representative (Class Of 2027)

Posted 3 days ago

american century investmentsKansas City (MO)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Junior

SALARY

$24.04 per hour

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About the role

Investment Representative Training Program We are seeking a diverse group of professionals to join our team in our Investment Representative training program. The start date for this class is September 14, 2026. This role is ideal for a college senior with a graduation date by August 2026.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 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. We have crafted an outstanding, 5-week classroom style onboarding and training program to set our representatives on a path to success at our firm. Post training and based on phone volumes, all representatives will be provided a comprehensive study program to successfully prepare them for acquiring their Securities Industry Essentials (SIE), Series 6, and Series 63 to become fully registered. The training materials, training period and the sponsorship of the licenses are paid for by American Century.

What We Offer:

Competitive Pay: $24.04 per hour starting with bonus opportunity
Flexible workplace plans post-training
Tuition reimbursement 401K matching32 days paid time off/holidays each year
Annual Bonuses dependent on employee and company performance
Business Casual Dress CodeFree 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

How You Will Make an Impact:

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
ScheduleWithin this position, 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 and showing proficiency, 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 5-week training program, the trainee class will work Monday-Friday from 8am-5pm CTPost training, new hires will work one of the following schedules:8:00am – 4:30pm (30-minute lunch)8:30am – 5:00pm (30-minute lunch)
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 a 30-minute lunch period throughout the day
Schedules may be adjusted as volume and business needs dictates. For example, during high volume periods, PTO and scheduled off the phone activities may be reduced or eliminated
What You Bring to the Team (Required)
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

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. 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. 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.

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