Investment Representative (May 2025 Class)

Our Firm

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.

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 May 19, 2025.

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.

Why should you work at ACI? We offer:

• Competitive Pay: $23.26 per hour starting with bonus opportunity
• Flexible workplace plans post-training
• Tuition reimbursement
• 401K matching
• 529 match program for eligible dependents with company match up to $1,000 annually
• 31 days paid time off/holidays each year
• Annual Bonuses dependent on employee and company performance
• Business Casual Dress Code
• Free 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.

In this role, you will…

• 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

Schedule:

• Within 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 CT
• Post 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.

Requirements for this role:

• Model the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven.
• 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
• 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.

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

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