Associate Sales Consultant (Personal Investors)

T. Rowe Price • Owings Mills, MD

7d • $67,000 - $93,000 • Hybrid

About The Position

As an Associate Sales Consultant for Personal Investors, you provide education and/or guidance to T. Rowe Price Core Personal Investors. The role’s primary objective is to drive net new flows and retain assets within the Individual Investors organization. You help clients pursue short- and long-term investment and financial planning goals while owning your individual success in a collaborative, supportive, team-oriented environment. The firm provides dedicated paid time and resources to support you through the licensing process.

You serve as an initial contact for prospective and existing clients seeking education or advice on investment, retirement, and education planning. You use a consultative sales approach to understand client needs, develop relationships, support asset retention, and identify opportunities to consolidate assets or provide additional solutions. You collaborate with internal partners to connect clients with appropriate solutions.

The 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 in the listed locations; placement depends on relevant experience and skills. Associates may be eligible for a discretionary bonus based on company and individual performance.

Requirements

• Bachelor's degree or an equivalent combination of education and relevant experience.
• At least 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.
• Meet defined sales targets, quality-of-conversation expectations, and other role-based responsibilities.
• Develop and maintain proficient knowledge of T. Rowe Price products and services.
• Support client satisfaction and asset retention by understanding the broader investment planning needs of Core Personal Investors clients.
• Use financial acumen to manage multiple clients at different stages of the buying process.
• Use consultative questioning to uncover opportunities for asset consolidation or additional sales, and effectively present T. Rowe Price solutions.
• Nurture client relationships and brand loyalty through a consistent process for advancing opportunities.
• Use internal referrals to deepen relationships with existing clients and develop new investor relationships.
• Liaise with internal partners to ensure clients receive appropriate solutions.

Benefits

• 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.
• Dedicated paid time and resources to support the licensing process.

What This Job Offers

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