Associate Sales Consultant (Personal Investors)

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

About the Role

As a Sales Associate for Personal Investors, you will provide education and/or guidance to T. Rowe Price’s Core Personal Investors. The primary objective is to drive net new flows and retain assets within the Individual Investors organization. Our consistently successful Sales Associates are focused on helping clients achieve their short- and long-term investment and financial planning goals, along with ownership of their individual success in a collaborative, supportive team-oriented environment. Join our team and receive dedicated paid time and resources to support you through a successful licensing process.

Responsibilities

• Serve as the initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning).
• Deliver on defined sales targets, quality of conversations, and other role-based responsibilities.
• Develop and maintain proficient knowledge of T. Rowe Price products and services.
• Drive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needs.
• Leverage financial acumen to manage multiple clients in different stages of the buying process.
• Use a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding T. Rowe Price solutions (outside assets, external referrals, etc.).
• Nurture client relationships and brand loyalty with effective and consistent processes to move opportunities forward.
• Capitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firm.
• Liaise with internal partners to ensure clients receive appropriate solutions.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 0+ years of total relevant work experience.
• FINRA Series 7 and 66 licenses (required and will be supported for this role; to be obtained within a designated window per the Global Distribution licensing policy).

Preferred Qualifications

• Sales experience.
• Financial industry experience.
• Fully licensed candidate (currently holds Series 7 and 66).

Work Flexibility

This role is eligible for remote work up to one day a week after the successful completion of a training program.

Pay

• $67,000 - $93,000 for the location of: Maryland, Colorado, Washington, and remote workers.
• $67,000 - $93,000 for the location of: Washington, D.C.
• $67,000 - $93,000 for the location of: New York, California.

This job is eligible for overtime pay. Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Benefits

• Competitive compensation.
• Annual bonus eligibility.
• A generous retirement plan.
• Hybrid work schedule.
• Health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering days.
• Family care resources, including fertility and adoption benefits.