Associate Sales Consultant (December 2026 & Spring 2027 Graduates)

T. Rowe Price • Owings Mills, MD

12d • Hybrid

About The Position

As an Associate Sales Consultant, you'll help people make informed decisions about their financial future. You will support clients in one of two business areas: Workplace Retirement or Personal Investors. In Workplace Retirement, you'll help participants make the most of their employer-sponsored retirement plans by providing education, guidance, and support on retirement planning, investment options, and portfolio-related questions. You'll build relationships with retirement plan participants, help resolve complex inquiries, and identify referral opportunities who may benefit from more personalized financial guidance from a licensed Financial Consultant. In Personal Investors, you'll work directly with individual investors, providing education and guidance on investment, retirement, and financial planning needs while helping them make informed financial decisions and achieve their long-term goals. You’ll serve as a trusted resource by answering questions, providing education and guidance, and helping clients navigate important financial decisions. This is an excellent opportunity to build a career in financial services while developing transferable skills that can support long-term growth into service, sales, advice, and financial planning opportunities. You'll work directly with clients, learn about investing and retirement planning, and gain exposure to a broad range of investment products and services. At T. Rowe Price, we invest in your success. We provide comprehensive training, mentorship, and dedicated paid study time to help you obtain your FINRA licenses and build a strong foundation for long-term career growth. Placement within Workplace Retirement or Personal Investors will be determined based on business need. You’ll begin your career alongside a cohort of new associates in a structured orientation experience that combines interactive learning, real-world client scenarios, mentorship, and exposure to leaders and career paths across Individual Investors, helping you build confidence, connections, and a strong foundation for success.

Requirements

• Full-time student pursing a bachelor’s degree with an expected graduation date of December 2026 – May/June 2027.
• Strong communication, customer service, and relationship-building skills, with the ability to listen, solve problems, and create positive experiences for clients.
• Interest in financial services, sales, or client relationship management.
• Ability to obtain FINRA Series 7 and Series 66 licenses within the required timeframe through our licensing program.
• A growth mindset with commitment to ongoing learning of AI-augmented platforms.

Nice To Haves

• Demonstrated interest in a career helping individuals achieve their financial goals through advice, planning, and relationship-based consulting.
• Students pursuing majors in Financial Planning, Finance, Economics, Wealth Management, Business, or CFP-aligned programs are encouraged to apply.
• 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 relationships with clients 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 more advanced financial planning conversations and connect them with specialized financial consultants.
• Collaborate with internal partners to ensure clients receive the right 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
• A 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