Financial Consultant (Personal Investors)

About the role

T. Rowe Price is a premier global asset management organization with over 85 years of experience. We provide investment solutions and a wide range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We offer an active, independent approach to investing, aiming to help our clients feel more confident in their financial decisions.

Responsibilities

• Serve as the initial point of contact for prospects and existing clients seeking education and/or advice regarding their financial needs (investment, retirement, and education planning).
• Absorb assets via rollovers, transfers, or direct from banks.
• Utilize a consultative sales approach using our proprietary interaction model.
• Deliver on defined sales targets, quality of conversations, and other role-based responsibilities.
• Manage your time, CRM (Salesforce), and sales pipeline to prioritize your day.
• Utilize T. Rowe Price products and services to position needs-based solutions.
• Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
• Partner with our Advice and High Net Worth teams to ensure clients receive appropriate products and services, if necessary.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 2+ years of total relevant work experience.
• FINRA Series 7 and 66 licenses.
• Chartered Retirement Planning Counselor (CRPC®) certification *Must be obtained within designated window per Global Distribution licensing policy.
• 3+ years of sales experience working with individual investors.
• A client-first mentality and passion for helping clients plan for and achieve their financial goals.
• In-depth industry knowledge and strong pulse on current market events.
• Strong listening and verbal skills.

Preferred Qualifications

• 3+ years of sales experience working with individual investors.
• A client-first mentality and passion for helping clients plan for and achieve their financial goals.
• In-depth industry knowledge and strong pulse on current market events.
• Strong listening and verbal skills.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Pay

Base Salary Ranges:

• For the location of: Maryland, Colorado, Washington and remote workers: $80,000 - $117,000
• For the location of: Washington, D.C.: $80,000 - $117,000
• For the location of: New York, California: $80,000 - $117,000

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

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured Employee Benefits To Enrich Your Life:

• 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

Learn More About Our Benefits.