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. * Provide comprehensive one‑on‑one consultations to high‑net‑worth retirement plan participants, serving as a trusted consultant and tailoring guidance to their goals, sensitivities, and financial circumstances.* Develop a deep understanding of each participant’s financial situation and deliver in‑depth education on retirement income strategies, asset allocation, tax considerations, estate planning concepts, and the transition into retirement.* Navigate advanced retirement and investment considerations for participants with complex balance levels (typically $350k+), helping them make informed, confident decisions.* Drive asset retention and acquisition by supporting stay‑in‑plan outcomes, rollover retention, and account consolidation through ongoing, personalized conversations.* Collaborate closely with the Individual Investors organization to ensure seamless handoffs for participants whose needs extend beyond Workplace Investors, including broader planning and advisory support.* Identify eligible participants for the firm’s managed Retirement Advisory Service (RAS) and facilitate advisor referrals through established workflows and eligibility cues.* Bachelor's degree or the equivalent combination of education and relevant experience* 5+ years of total relevant work experience* Series 7 and 66* CRPC \*Must be obtained within designated window per Global Distribution licensing policy if not already obtained* CRPC* 10+ years of total relevant work experiencePlacement within the range provided above is based on the individual’s relevant experience and skills for the role.
Base salary is only one component of our total compensation package.
Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation
Health and wellness benefits, including online therapy
Family care resources, including fertility and adoption benefits #J-18808-Ljbffr
Base salary is only one component of our total compensation package.
Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation
Health and wellness benefits, including online therapy
Family care resources, including fertility and adoption benefits #J-18808-Ljbffr