Financial Consultant (Personal Investors)
T. Rowe Price, Owings Mills, MD, United States
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.
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
Qualifications
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
Preferred
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
FINRA Requirements FINRA licenses are required and will be supported for this role.
Work Flexibility This role is eligible for hybrid work, with up to one day per week from home.
Base Salary Ranges $80,000 - $117,000 for the location of Maryland, Colorado, Washington and remote workers.
$80,000 - $117,000 for the location of Washington, D.C.
$80,000 - $117,000 for the location of New York, California.
This job is eligible for overtime pay. Placement 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.
Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits 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
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
Equal Opportunity Statement T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
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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
Qualifications
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
Preferred
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
FINRA Requirements FINRA licenses are required and will be supported for this role.
Work Flexibility This role is eligible for hybrid work, with up to one day per week from home.
Base Salary Ranges $80,000 - $117,000 for the location of Maryland, Colorado, Washington and remote workers.
$80,000 - $117,000 for the location of Washington, D.C.
$80,000 - $117,000 for the location of New York, California.
This job is eligible for overtime pay. Placement 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.
Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits 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
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
Equal Opportunity Statement T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
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