Associate Sales Consultant (Personal Investors)

T. Rowe Price • Owings Mills, MD

6d • Hybrid

About The Position

The Associate Sales Consultant (Personal Investors) provides education and/or guidance to T. Rowe Price Core Personal Investors. The role focuses on driving net new flows and retaining assets within the Individual Investors organization. Successful associates help clients pursue short- and long-term investment and financial planning goals while working toward individual success in a collaborative, team-oriented environment. The company provides dedicated paid time and resources to support the required licensing process.

The role serves as an initial point of contact for prospects and existing clients seeking help with investment, retirement, and education planning. It involves delivering sales targets and quality client conversations, developing knowledge of T. Rowe Price products and services, supporting client satisfaction and asset retention, and identifying opportunities to consolidate assets or make additional sales. The associate also nurtures client relationships, uses internal referrals, and coordinates with internal partners to provide appropriate solutions.

This role is eligible for hybrid work, with up to one day per week from home after successful completion of a training program. The position is eligible for overtime pay. Base salary ranges from $67,000 to $93,000 for the listed locations: Maryland, Colorado, Washington and remote workers; Washington, D.C.; and New York and California. Placement in the range depends on relevant experience and skills. Associates may also be eligible for a discretionary bonus based on company and individual performance.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• 0+ years of total relevant work experience.
• Obtain Series 7 and Series 66 licenses within the designated window under the Global Distribution licensing policy.

Nice To Haves

• Sales experience.
• Financial industry experience.
• Currently holds Series 7 and Series 66 licenses.

Responsibilities

• Serve as the initial point of contact for prospects and existing clients seeking education and/or advice about investment, retirement, and education planning.
• Deliver defined sales targets, quality 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 by understanding Core Personal Investors clients’ broader investment planning needs.
• Use financial acumen to manage multiple clients at different stages of the buying process.
• Use a consultative sales approach and skilled questioning to identify asset consolidation and additional sales opportunities, and present T. Rowe Price solutions effectively.
• Nurture client relationships and brand loyalty through a consistent process for moving opportunities forward.
• Use internal referrals to maximize existing client relationships and develop new investor relationships.
• Liaise with internal partners to ensure clients receive appropriate solutions.

Benefits

• Dedicated paid time and resources to support the licensing process.
• Competitive compensation.
• Annual bonus eligibility.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level