Senior Retirement Counselor

About the Role

As a Senior Investment Counselor, you are responsible for sales, revenue generation, and client relationship management for larger and more complex accounts. This includes creating, monitoring, and revising lead generation plans for the development of new revenue pipelines. The role will also have the critical duty of identifying account growth opportunities based on client goals that may cross multiple business unit services and/or offerings. Your success is measured by the quality of your client relationships and your overall sales results.

Join our team and help our clients be successful in their investment and retirement planning. You’ll receive dedicated paid time and resources to support a successful career at T. Rowe Price, a premier global asset management organization with more than 85 years of experience.

Responsibilities

• Provide comprehensive one-on-one consultations to high-net-worth retirement plan participants, serving as a trusted consultant and tailoring guidance to their goals, sensitivities, and financial circumstances.
• Develop a deep understanding of each participant’s financial situation and deliver in-depth education on retirement income strategies, asset allocation, tax considerations, estate planning concepts, and the transition into retirement.
• Navigate advanced retirement and investment considerations for participants with complex balance levels (typically $350k+), helping them make informed, confident decisions.
• Drive asset retention and acquisition by supporting stay-in-plan outcomes, rollover retention, and account consolidation through ongoing, personalized conversations.
• Collaborate closely with the Individual Investors organization to ensure seamless handoffs for participants whose needs extend beyond Workplace Investors, including broader planning and advisory support.
• Identify eligible participants for the firm’s managed Retirement Advisory Service (RAS) and facilitate advisor referrals through established workflows and eligibility cues.

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 5+ years of total relevant work experience.
• Series 7 and 66 licenses (must be obtained within designated window per Global Distribution licensing policy if not already held).
• CRPC (Chartered Retirement Planning Counselor) certification (preferred).
• 10+ years of total relevant work experience (preferred).

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

Schedule

This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program.

Pay

Base salary ranges for this role are as follows:

• $98,500 - $146,000 for Maryland, Colorado, Washington, and remote workers.
• $98,500 - $146,000 for Washington, D.C.
• $98,500 - $146,000 for New York and California.

Placement within the range is based on the individual’s relevant experience and skills. Base salary is only one component of the total compensation package. Employees may also be eligible for a discretionary bonus, determined by company and individual performance.

Benefits

• Competitive compensation and 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.
• Family care resources, including fertility and adoption benefits.