Investment Representative (September 2025 Class)
KANSAS CITY, MOPosted 30+ days ago
Job summary
Job post source
This job is directly from American Century Investments
Job overview
The Investment Representative role at American Century Investments involves joining a training program to develop client-centric sales and financial knowledge, impacting client relationships and company growth.
Responsibilities and impact
The role requires handling inbound calls from retail investors, managing transactions and account inquiries, completing licensing training, and delivering excellent client service while promoting investment solutions.
Compensation and benefits
The position offers a starting pay of $23.26 per hour with annual bonuses, 31 days paid time off, business casual dress code, free parking, comprehensive benefits, 401k with company match, tuition reimbursement, and mentorship programs.
Experience and skills
Candidates must have a bachelor's degree or equivalent experience, strong communication and organizational skills, computer proficiency with typing at least 30 WPM, and resilience and adaptability; familiarity with American Century's values is expected.
Career development
After 12 months, there are opportunities for advancement within the department or other company areas such as Sales, Legal, IT, Accounting, and more, with 65% of associates promoted within two years.
Work environment and culture
The company culture emphasizes client focus, accountability, collaboration, curiosity, adaptability, and competitive drive, with a structured but flexible hybrid work environment post-training.
Company information
American Century Investments is a global asset manager with over 65 years of experience, known for its investment management focus and significant philanthropic contributions to medical research.
Team overview
The role is part of the Personal Financial Solutions Client Care Organization, working in a structured environment handling client calls and inquiries.
Job location and travel
The position is hybrid based in the Kansas City office, with initial in-office training and subsequent flexible hybrid scheduling.
Unique job features
The job includes comprehensive paid licensing training, a structured onboarding program, and a service-to-sales culture promoting client and company growth.
Company overview
American Century Investments is a privately controlled and independent investment management firm headquartered in Kansas City, Missouri. They specialize in providing a range of mutual funds, institutional separate accounts, commingled trusts, and sub-advisory accounts, generating revenue primarily through management fees based on assets under management. Founded in 1958 by James E. Stowers Jr., the company has a rich history of innovation in the financial services industry and is known for its commitment to philanthropy, with a significant portion of profits supporting medical research through the Stowers Institute for Medical Research.
How to land this job
Position your resume to highlight your strong communication skills, client service experience, and ability to work in a structured, team-oriented environment, as these are key for the Investment Representative role at American Century Investments.
Emphasize your adaptability, organizational skills, proficiency with computer systems, and willingness to learn financial products and licensing requirements such as the Securities Industry Essentials (SIE) and Series 6 and 63 licenses.
Apply through multiple channels including the American Century Investments corporate careers page and LinkedIn to maximize your chances of visibility and consideration for the September 2025 class.
Connect with current Investment Representatives or team members in the Personal Financial Solutions Client Care Organization on LinkedIn; use ice breakers like asking about their experience with the training program or how they balance client service with regulatory requirements to start a conversation.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client service,' 'investment products,' 'Series 6,' 'Securities Industry Essentials,' 'structured environment,' and 'relationship management' to pass initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, find all available application portals, and identify relevant LinkedIn connections, allowing you to focus your time on preparing for interviews and networking.
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