Talent.com
VP, Regional Wealth Management Consultant
VP, Regional Wealth Management ConsultantAmerican Century Investments • Virginia, MN, US
VP, Regional Wealth Management Consultant

VP, Regional Wealth Management Consultant

American Century Investments • Virginia, MN, US
job_description.job_card.1_day_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Employer Industry

Asset Management

Why consider this job opportunity

  • Competitive compensation package with bonus plan
  • Base salary for Maryland-based candidates is $100,000, with potential for additional cash incentives
  • Generous PTO and competitive benefits
  • 401k with 5% company match plus annual performance-based discretionary contribution
  • Opportunities for professional development through tuition reimbursement and mentorship programs
  • Remote position based out of the DC Metro Area

What to Expect (Job Responsibilities)

  • Build relationships and increase assets of assigned Wealth Management clients through proactive outreach and consultative support
  • Develop and implement marketing plans for assigned clients in collaboration with marketing and communications teams
  • Assist in the timely dissemination of sales information and maintain sales activity history
  • Participate in various regional and national conferences to enhance client engagement
  • Maintain current knowledge of the employer's investment management and industry developments
  • What is Required (Qualifications)

  • Five+ years of sales experience, ideally in financial services
  • Series 7 and 63 licenses
  • Bachelor's degree or equivalent experience in a related field
  • Proven interpersonal, investment analysis, and communication skills
  • Solid understanding of Microsoft Office, Morningstar Principia, Zephyr StyleAdvisor, MS Outlook, Salesforce CRM software, and Market Metrics data
  • How to Stand Out (Preferred Qualifications)

  • Ten years of financial industry experience, ideally within asset management
  • Experience with all distribution channels, including RIAs, independent and regional broker dealers, and wire houses
  • We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.

    We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

    J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Wealth Management Consultant • Virginia, MN, US

    Job_description.internal_linking.related_jobs
    Travel CT Technologist

    Travel CT Technologist

    LRS Healthcare - Allied • Cook, MN, US
    serp_jobs.job_card.permanent
    LRS Healthcare - Allied is seeking a travel CT Technologist for a travel job in Cook, Minnesota.Job Description & Requirements. LRS Healthcare - Allied Job ID #30I-26549.Pay package is based on ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel CT Technologist

    Travel CT Technologist

    Uniti Med • Cook, MN, US
    serp_jobs.job_card.full_time
    Uniti Med is seeking a travel CT Technologist for a travel job in Cook, Minnesota.Job Description & Requirements.Uniti Med is looking for a Travel CT Tech (ARRT, CT) in Cook, MN.This assignment...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel CT Technologist - $2,148 per week

    Travel CT Technologist - $2,148 per week

    Uniti Med • Cook, MN, United States
    serp_jobs.job_card.full_time
    Uniti Med is seeking a travel CT Technologist for a travel job in Cook, Minnesota.Job Description & Requirements.Uniti Med is looking for a Travel CT Tech (ARRT, CT) in Cook, MN.This assignment las...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Edward Jones • Hibbing, MN, US
    serp_jobs.job_card.full_time
    This job posting is anticipated to remain open for 30 days, from 02-Oct-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel CT Technologist

    Travel CT Technologist

    AHS Staffing • Cook, MN, US
    serp_jobs.job_card.full_time
    AHS Staffing is seeking a travel CT Technologist for a travel job in Cook, Minnesota.Job Description & Requirements.AHS Staffing is looking for a CT Tech Radiologic Technologist in Cook, MN for...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Branch Manager - Virginia, MN

    Branch Manager - Virginia, MN

    Affinity Plus Federal Credit Union • Virginia, MN, United States
    serp_jobs.job_card.full_time
    Great service starts with great employees and that is why we focus on providing not only the best place our members will ever bank but the best place our employees will ever work.Between our one of...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel CT Technologist

    Travel CT Technologist

    Preferred Healthcare Staffing • Cook, MN, US
    serp_jobs.job_card.full_time
    Preferred Healthcare Staffing is seeking a travel CT Technologist for a travel job in Cook, Minnesota.Job Description & Requirements. About Preferred Healthcare Staffing.We care for you, so you ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel CT Technologist

    Travel CT Technologist

    KPG Allied • Cook, MN, US
    serp_jobs.job_card.permanent
    KPG Allied is seeking a travel CT Technologist for a travel job in Cook, Minnesota.Job Description & Requirements.Candidates must have at least 1 years of paid experience in the last 3 years.Pa...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel CT Technologist

    Travel CT Technologist

    Triage Staffing • Cook, MN, US
    serp_jobs.job_card.full_time
    Triage Staffing is seeking a travel CT Technologist for a travel job in Cook, Minnesota.Job Description & Requirements.Travel Radiology : CT Tech Cook.Location : &nbs...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    CompHealth Inc. • Cook, MN, US
    serp_jobs.job_card.permanent
    Physical Therapist for a travel job in Cook, Minnesota.Job Description & Requirements.Though your CompHealth recruiter will be your single point of contact, they are backed by dozens of special...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel CT Technologist - $2,300 per week

    Travel CT Technologist - $2,300 per week

    KPG Allied • Cook, MN, United States
    serp_jobs.job_card.permanent
    KPG Allied is seeking a travel CT Technologist for a travel job in Cook, Minnesota.Job Description & Requirements.Candidates must have at least 1 years of paid experience in the last 3 years.Paid e...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel CT Technologist - $3,010 per week

    Travel CT Technologist - $3,010 per week

    Preferred Healthcare Staffing • Cook, MN, United States
    serp_jobs.job_card.full_time
    Preferred Healthcare Staffing is seeking a travel CT Technologist for a travel job in Cook, Minnesota.Job Description & Requirements. About Preferred Healthcare Staffing.We care for you, so you can ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    CT Technologist

    CT Technologist

    Ironside Human Resources • Aurora, MN, US
    serp_jobs.job_card.full_time +1
    Radiology Department! Join an outstanding team, dedicated to providing exceptional patient care!.Full-Time, Permanent, Direct-Hire. On-Call once per weekday, and once every 5th weekend.Call Backs ar...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel CT Technologist - $2,162 per week

    Travel CT Technologist - $2,162 per week

    LRS Healthcare - Allied • Cook, MN, United States
    serp_jobs.job_card.permanent
    LRS Healthcare - Allied is seeking a travel CT Technologist for a travel job in Cook, Minnesota.Job Description & Requirements. LRS Healthcare - Allied Job ID #30I-26549.Pay package is based on 12 h...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    RN - PT Varied Shifts - Long Term Care (LTC)

    RN - PT Varied Shifts - Long Term Care (LTC)

    Good Samaritan • Orr, MN, US
    serp_jobs.job_card.full_time +1
    Join our not-for-profit organization that has provided over 100 years of housing and services to seniors with a commitment to quality care and service in a Christian environment.Keenan Dr, Internat...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Travel CT Technologist

    Travel CT Technologist

    Health Advocates Network - Allied • Cook, MN, US
    serp_jobs.job_card.full_time
    Health Advocates Network - Allied is seeking a travel CT Technologist for a travel job in Cook, Minnesota.Job Description & Requirements. Health Advocates Network is urgently hiring CT Tech in&n...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Telemedicine Physician

    Telemedicine Physician

    QuickMD • Eveleth, MN, US
    serp_jobs.job_card.full_time
    QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Physical Therapist - $2,700 per week

    Travel Physical Therapist - $2,700 per week

    CompHealth Inc. • Cook, MN, United States
    serp_jobs.job_card.permanent
    Physical Therapist for a travel job in Cook, Minnesota.Job Description & Requirements.Though your CompHealth recruiter will be your single point of contact, they are backed by dozens of specialized...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted