Associate Sales Consultant (December 2026 & Spring 2027 Graduates)

T. Rowe Price • Owings Mills, MD

4d • $67,000 - $93,000 • Hybrid

About The Position

As an Associate Sales Consultant at T. Rowe Price, you will help clients make informed decisions about their financial futures. You will support clients in either Workplace Retirement or Personal Investors, with placement determined by business need.

In Workplace Retirement, you will educate and support participants in employer-sponsored retirement plans on retirement planning, investment options, and portfolio-related questions. You will build relationships, resolve complex inquiries, and identify opportunities to refer participants to licensed Financial Consultants for more personalized guidance. In Personal Investors, you will work directly with individual investors, providing education and guidance on investment, retirement, and financial planning needs.

You will answer questions, help clients navigate financial decisions, and develop knowledge of investing, retirement planning, and a broad range of investment products and services. The role offers comprehensive training, mentorship, and dedicated paid study time to support obtaining FINRA licenses. New associates begin in a structured cohort orientation that includes interactive learning, real-world client scenarios, mentorship, and exposure to leaders and career paths across Individual Investors. The role is eligible for hybrid work, with up to one day per week from home.

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 licensing program.
• Have a growth mindset and commitment to ongoing learning of AI-augmented platforms.
• Applicants for US employment must have work authorization that does not now or in the future require visa sponsorship.

Nice To Haves

• Demonstrated interest in helping individuals achieve financial goals through advice, planning, and relationship-based consulting.
• Studies in Financial Planning, Finance, Economics, Wealth Management, Business, or CFP-aligned programs.
• 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 their 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.
• Annual bonus eligibility and potential discretionary bonus based on company and individual performance.
• 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