Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

T. Rowe Price
Maryland, Colorado
Workplace: HybridFull timeUSD 98,500 - 146,000 annuallyFunction: Consulting & AdvisoryExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship building","Communication","Organizational skills","Consultative problem-solving","Risk planning"]

Provide holistic retirement and investment advisory to assigned pre-retiree and retiree clients, building deep, long-term relationships. Prepare and support financial plans covering asset allocation, spending and savings, Social Security strategies, and related topics. Serve as a subject matter expert, stay current on market events, and help improve advisory programs and compliance through consultative guidance and client-focused support.

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T. Rowe Price
T. Rowe Price
2 months ago

Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

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Last checked: 8 days agoStatus: Live

Job Summary

Provide holistic retirement and investment advisory to assigned pre-retiree and retiree clients, building deep, long-term relationships. Prepare and support financial plans covering asset allocation, spending and savings, Social Security strategies, and related topics. Serve as a subject matter expert, stay current on market events, and help improve advisory programs and compliance through consultative guidance and client-focused support.
Location: Maryland, Colorado
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Implement and develop advisory solutions for assigned clients, coordinating internal resources to deliver outcomes.
  • •Prepare and/or assist with financial plans for pre-retirees and retirees, advising on asset allocation, spending and savings, and Social Security strategies.
  • •Stay current on market events and serve as a subject matter expert to advise and educate clients and prospects.
  • •Contribute to program upgrades and enhancements related to investment advice, financial planning, and financial education.
  • •Maintain client satisfaction for complex solutions, deepen relationships using consultative skills, and support risk and compliance alignment for implemented solutions.

Pay and Benefits

Salary: USD 98,500 - 146,000 annually
Perks:Annual BonusRetirementHealth InsurancePaid LeaveHybrid Work

Key Requirements

  • •Bachelor’s degree or the equivalent combination of education and relevant experience.
  • •5+ years of total relevant work experience.
  • •Previous success building relationships, uncovering needs, and recommending solutions.
  • •Strong written and verbal communication, plus demonstrated organizational skills.
  • •FINRA Series 7 and 66, or 63/65, licenses upon hire, and CFP® designation.
Experience:5+ years
Education:Bachelor's
Skills:Relationship buildingCommunicationOrganizational skillsConsultative problem-solvingRisk planning
Licenses:FINRA Series 7FINRA Series 66FINRA 63FINRA 65
Certifications:CFP

Company Brief

T. Rowe Price
Global investment management firm offering mutual funds, retirement services, and advisory solutions for individual and institutional investors. Manages assets across equities, fixed income, multi-asset, and alternative strategies.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Baltimore, United States
Founded: 1937
WebsiteLinkedIn