Financial Consultant (Personal Investors)

T. Rowe Price • Owings Mills, MD

43d • $80,000 - $117,000 • Hybrid

About The Position

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary As a Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses, designations, and our tools to ensure our investors are successful in their short- and long-term financial needs. Success in this role means you can quickly understand a client’s immediate need(s) and broaden the conversation to determine if you can assist with other financial needs, including education, advice, and consolidation of assets. Your success is measured by the quality of your conversations and your overall sales results. Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience
• 2+ years of total relevant work experience
• FINRA Series 7 and 66 licenses
• Chartered Retirement Planning Counselor (CRPC®) Must be obtained within designated window per Global Distribution licensing policy.

Nice To Haves

• 3+ years of sales experience working with individual investors
• Client first mentality and passion for helping our clients plan for and achieve their financial goals
• In-depth industry knowledge and strong pulse on current market events
• Strong listening and verbal skills

Responsibilities

• Serve as initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
• Assist with consolidation of assets via rollover, transfers, or direct from bank
• Demonstrate a consultative sales approach utilizing our proprietary interaction model
• Deliver on defined sales targets, quality of conversations, and other role-based responsibilities
• Manage your time, CRM (Salesforce), and sales pipeline to prioritize your day
• Utilize T. Rowe Price products and services to position needs-based solutions
• Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients
• Partner with our Advice and High Net Worth teams to ensure clients receive appropriate products and services, if necessary

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: Mid Level