Investment Representative (Class Of 2027)

About the company

American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments. Privately owned and independent, we focus solely on investment management. We direct 40% of our dividends every year—over $2 billion since 2000—to the Stowers Institute for Medical Research, driving breakthrough work to defeat life-threatening diseases like cancer and Alzheimer’s.

About the role

We are seeking a diverse group of professionals to join our Investment Representative training program. Upcoming start dates: February, June, and September 2027. This position sits within our Personal Financial Solutions Client Care Organization, where representatives individually handle a fluctuating volume of inbound calls from retail investors every day. Investment Representatives work within a highly structured, scheduled environment to deliver a top-tier client experience and handle transactions, account management, and troubleshooting across client inquiries.

Prior to classroom training, all representatives receive a comprehensive study program to prepare for the Securities Industry Essentials (SIE), Series 7, and Series 63 exams to become fully registered. Training materials, the training period, and license sponsorship are paid for by American Century. A 5-week classroom-style onboarding and training program follows to set representatives on a path to success. This position is not eligible for visa sponsorship; applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future.

Responsibilities

• 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 IRS regulations and recognition of tax implications to provide client value
• Craft new value for clients by offering personalized, relevant investment solutions
• Embed our Service to Sales culture by communicating new opportunities to clients that benefit their financial situation and 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

Requirements

• Bachelor’s degree or an equivalent combination of education and work experience
• Crucial communication and task organization skills
• Sophisticated skill in computer usage and ability to type 30 WPM minimum
• Ability to practice resiliency, flexibility, and relationship management
• Demonstrates American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven
• Must adhere to scheduled in-office frequency; office attendance is essential to fulfilling role expectations
• Employment contingent upon successful attainment of required securities licenses (SIE, Series 7, Series 63) and eligibility to be registered in all applicable states

Benefits

• Flexible workplace plans post-training, once proficient (hybrid: up to 3 days in-office, 2 days from home, subject to business needs)
• Tuition reimbursement
• 401K matching
• 32 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 (Sales, Legal, Information Technology, Accounting, Finance, Operations, Human Resources, and more)

Pay

$24.04 per hour starting, with bonus opportunity.

Schedule

During the paid 5-week training program: Monday–Friday, 8:00 am–5:00 pm CT.

Post-training, new hires work one of the following schedules (exact time discussed with direct manager):

• 8:00 am – 4:30 pm (30-minute lunch)
• 8:30 am – 5:00 pm (30-minute lunch)

Each day includes two 15-minute breaks and a 30-minute lunch period. Schedules may be adjusted as volume and business needs dictate; during high-volume periods, PTO and scheduled off-the-phone activities may be reduced or eliminated.