Financial Planner

T. Rowe Price • Owings Mills, MD

2d • $85,500 - $146,000 • Hybrid

About The Position

This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience
• 5+ years of total relevant work experience
• CFP designation – Must be current and active to be considered for this role
• FINRA Series 7 and 65

Nice To Haves

• Exceptional listening and presentation skills
• Desire to quickly learn and implement new financial tools, technologies, and conversation expectations
• FINRA 66 The active holding of the 63 and 65 licenses is acceptable in lieu of the 66.

Responsibilities

• Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
• Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
• Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
• Continually support the Advisors and other associates with investment and financial planning related training and coaching
• Help clients facing associates better navigate client conversations about various complex financial planning topics
• Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
• Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change

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