Senior Financial Advisor, Advisory Services

T. Rowe Price • Owings Mills, MD

3d • 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, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity . Join us for the opportunity to g row and make a difference in ways that matter to you . Role Summary T. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful difference in the lives and peace of mind of millions of investors. Renowned for our investment excellence and the trusted relationships we’ve built with clients over the past 85+ years, we are seeking talented advisors to help build on this legacy and meet the growing demand for financial advice. We are committed to helping investors achieve their goals and retire with confidence by providing high-quality financial advice. As an advisor at T. Rowe Price, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation—drivers of our significant growth in recent years. Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients. If you’re passionate about helping clients achieve their financial goals and want to join a collaborative, forward-thinking team at the forefront of industry growth, T. Rowe Price offers the ideal environment to advance your career and maximize your impact.

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
• Previous success in building relationships, uncovering needs, and recommending solutions
• Demonstrated organizational skills
• Strong written and verbal communication skills
• FINRA Series 7 and 66, or 63/65, licenses upon hire

Nice To Haves

• 5-8+ years of experience in financial services offering investment management
• Exceptional listening and presentation skills
• Desire to quickly learn and implement new financial tools, technologies, and conversation expectations
• In-depth understanding of retail investment vehicles
• Prior experience building and/or managing a retail client book of business
• Experience working with high-net-worth clients in relationship management and/or financial advisory capacity
• CFP® designation – Required for role

Responsibilities

• Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions.
• Prepares financial plans for pre-retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more.
• Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects.
• Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.
• Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change. May assist with development and implementation within the department.
• Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.
• Works directly with less experienced peers to determine the best approach in rectifying a client's dissatisfaction.
• Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant.
• May resolve standard risk or compliance issues with the assistance of more senior staff
• In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance.

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: Senior
• Number of Employees: 5,001-10,000 employees