Role Summary:
- Build relationships with assigned clients in our Wealth Management territory covering Northern California.
- Provide wholesaling support, demonstrate value-added services, schedule on-site meetings, and respond to client requests.
How You Will Make an Impact:
- Build relationships and increase the assets of assigned Wealth Management clients.
- Involve a proactive call rotation and site visits.
- Provide value-added services and presenting to groups and individuals.
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.
American Century Investments
American Century Investments is a leading global asset manager with over 65 years of experience helping clients achieve their financial goals. They are a privately controlled and independent company with 1,400 employees globally and focus solely on investment management.