Associate Sales Consultant (December 2026 & Spring 2027 Graduates)

T. Rowe Price • Owings Mills, MD

5h • Hybrid

About The Position

At T. Rowe Price, the Associate Sales Consultant helps clients make informed decisions about their financial futures. Associates are placed in either Workplace Retirement or Personal Investors based on business needs. In Workplace Retirement, the role supports participants in employer-sponsored retirement plans with education, guidance, and support related to retirement planning, investment options, and portfolio questions. It also builds relationships, resolves complex inquiries, and identifies participants who may benefit from personalized guidance from a licensed Financial Consultant. In Personal Investors, the role works directly with individual investors, providing education and guidance on investing, retirement, and financial planning so they can make informed decisions and pursue long-term goals.

The position offers a starting point for a career in financial services, with opportunities to develop transferable skills for future roles in service, sales, advice, and financial planning. Associates work directly with clients and gain exposure to investing, retirement planning, and a broad range of investment products and services. 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.

The role is eligible for hybrid work, with up to one day per week from home. The position is eligible for overtime pay. Applicants for US employment must have work authorization that does not now or in the future require visa sponsorship.

Requirements

• Be a full-time student pursuing a bachelor’s degree with an expected graduation date from December 2026 through May/June 2027.
• Strong communication, customer service, and relationship-building skills, including the ability to listen, solve problems, and create positive client experiences.
• Interest in financial services, sales, or client relationship management.
• Ability to obtain FINRA Series 7 and Series 66 licenses within the required timeframe through the company licensing program.
• Growth mindset and commitment to ongoing learning of AI-augmented platforms.
• Applicants for employment in the United States 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.
• Majoring 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 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 and discretionary annual bonus eligibility.
• Generous retirement plan.
• Hybrid work schedule and flexible and remote work opportunities.
• Health and wellness benefits, including medical, dental, vision, online therapy, fitness reimbursement, and an Employee Assistance Program.
• Paid time off for vacation, illness, medical appointments, and volunteering days.
• Family care resources, including fertility and adoption benefits.
• Employee stock purchase plan with matching contributions.
• Tuition assistance.
• Training, mentorship, and dedicated paid study time for FINRA licensing.

What This Job Offers

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