Associate Sales Consultant (December 2026 & Spring 2027 Graduates)

T. Rowe Price • Owings Mills, MD

2d • Hybrid

About The Position

The Associate Sales Consultant helps clients make informed decisions about their financial futures. The role supports clients in either Workplace Retirement or Personal Investors, with placement determined by business need. In Workplace Retirement, the consultant educates and assists participants in employer-sponsored retirement plans with retirement planning, investment options, and portfolio-related questions; builds participant relationships; resolves complex inquiries; and identifies referral opportunities for licensed Financial Consultants. In Personal Investors, the consultant works directly with individual investors to provide education and guidance on investment, retirement, and financial-planning needs.

The position offers an opportunity to develop a career in financial services through direct client interaction, exposure to investment products and services, and learning about investing and retirement planning. T. Rowe Price provides comprehensive training, mentorship, and dedicated paid study time to support obtaining FINRA licenses. New associates begin with a cohort in a structured orientation that includes interactive learning, real-world client scenarios, mentorship, and exposure to leaders and career paths across Individual Investors.

Requirements

• Be a full-time student pursuing a bachelor’s degree, with an expected graduation date between December 2026 and May/June 2027.
• Have strong communication, customer-service, and relationship-building skills, including the ability to listen, solve problems, and create positive client experiences.
• Have an interest in financial services, sales, or client relationship management.
• Be able to obtain FINRA Series 7 and Series 66 licenses within the required timeframe through the company’s licensing program.
• Have a growth mindset and commitment to ongoing learning of AI-augmented platforms.

Nice To Haves

• Demonstrated interest in helping individuals achieve financial goals through advice, planning, and relationship-based consulting.
• Study in Financial Planning, Finance, Economics, Wealth Management, Business, or a CFP-aligned program.
• Internship, leadership, customer-service, sales, campus-organization, or other relevant experience.
• Successful completion of the Securities Industry Essentials (SIE) exam.

Responsibilities

• Serve as a first point of contact for clients seeking guidance on investing, retirement planning, education savings, and account-related questions.
• Build client relationships by understanding clients’ goals, needs, and financial priorities.
• Use a consultative approach to identify opportunities and recommend appropriate solutions, products, or resources.
• Educate clients on T. Rowe Price investment offerings, retirement plans, and financial-planning resources.
• Help retain and grow client relationships through exceptional service and proactive outreach.
• Identify clients who may benefit from advanced financial-planning conversations and connect them with specialized financial consultants.
• Collaborate with internal partners to ensure clients receive appropriate support and solutions.
• Develop expertise in financial markets, investment products, retirement planning, and industry regulations.
• Meet individual and team goals related to client experience, relationship growth, and business development.

Benefits

• Competitive compensation and 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.
• Comprehensive training, mentorship, and dedicated paid study time for FINRA licensing.

What This Job Offers

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