Financial Consultant (Workplace Investors)

About the role

Grow your career with a top global financial firm with 80+ years of success in the industry. Here, every associate contributes to the lives of those we serve for the better. We do this by building relationships that broaden our client’s understanding of their own retirement planning to help them achieve their long-term financial goals. Serving our retirement plan participants is at the heart of our purpose. That starts with you. Come join our team today!

Responsibilities

• Provide comprehensive consultations to participants over the phone as part of dedicated sales team model for high value retirement plan participants.
• Demonstrate a consultative approach in positioning products and services to participants pertaining to retirement planning during life changing events such as separation of service from an employer, retirement, and investment planning.
• Obtain knowledge of the participant’s financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps.
• Retain assets through education and guidance of available plan-specific and general distribution options.
• Acquire new assets for the firm through on-going consultation follow-up conversations.
• Initiate proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions.
• Diligently manage a pipeline of opportunities to nurture client/participant relationships.
• Serve as a single point of contact and assist clients through transitions.
• Use a consistent follow-up process to move sales opportunities forward.
• Organize calendar and leads box effectively and efficiently to execute on results.
• Develop and maintain proficient knowledge of T. Rowe Price funds, products, and services.
• Thrive in fast-paced work environment that can be dynamic and require flexibility.
• Handle client inquiries and resolve problems within scope of knowledge to ensure all transactions and administrative processes are accomplished efficiently.
• Partner with back-office and shared services teams to research and resolve client inquiries.
• Participate in training sessions, staff meetings, and share knowledge with teammates.

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience
• 2+ years of total relevant work experience with inbound and/or phone-based sales
• FINRA Series 7 and 66
• Preferred: 3+ years of related experience with inbound and/or phone-based sales
• Systems knowledge pertaining to Microsoft Suite, Salesforce and/or Synergy
• Proficient understanding of Retirement Investment Products and qualified retirement plans
• Chartered Retirement Planning Counselor (CRPC®) (obtained within 180 days of hire)
• Certified Financial Planner designation (CFP®)
• FINRA Requirements: FINRA licenses are required and will be supported for this role.

Pay

Base Salary Ranges:

• Maryland, Colorado, Washington and remote workers: $80,000 - $117,000
• 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.

Schedule

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