T. Rowe Price

3 weeks ago

Financial Consultant (Personal Investors)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Consult with individual investors to build and guide plans for investment, retirement, and education needs. Use FINRA licenses, designations, and T. Rowe Price tools to deliver consultative conversations, asset consolidation support, and needs-based solutions. You’ll manage your time and Salesforce pipeline to meet sales targets and quality-of-conversation goals, while partnering with Advice and High Net Worth teams when additional products and services are needed.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Serve as the initial point of contact for prospects and existing clients seeking education and/or advice for investment, retirement, and education planning.
•Assist clients with consolidation of assets via rollover, transfers, or direct from bank.
•Deliver a consultative sales approach using T. Rowe Price’s proprietary interaction model.
•Manage time, CRM (Salesforce), and the sales pipeline to prioritize daily work and meet expectations.
•Use company products and services to position needs-based solutions and guide clients on related legal, tax, and regulatory considerations.

Pay and Benefits

Salary: USD 80,000 - 117,000 annually

Perks:RetirementPaid Leave

Key Requirements

•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 the designated window per Global Distribution licensing policy.
•Client-focused mindset with the ability to guide investors through education and/or advice needs.

Experience:2+ yearsFinancial services

Education:Bachelor's

Skills:ListeningVerbal communicationClient-first mindsetConsultative sellingTime management

Licenses:FINRA Series 7FINRA Series 66

Certifications:FINRA Series 7FINRA Series 66CRPC

Tech Stack:Salesforce

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

Website LinkedIn

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T. Rowe Price

3 weeks ago

Financial Consultant (Personal Investors)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Sales

Key Responsibilities

•Serve as the initial point of contact for prospects and existing clients seeking education and/or advice for investment, retirement, and education planning.
•Assist clients with consolidation of assets via rollover, transfers, or direct from bank.
•Deliver a consultative sales approach using T. Rowe Price’s proprietary interaction model.
•Manage time, CRM (Salesforce), and the sales pipeline to prioritize daily work and meet expectations.
•Use company products and services to position needs-based solutions and guide clients on related legal, tax, and regulatory considerations.

Pay and Benefits

Salary: USD 80,000 - 117,000 annually

Perks:RetirementPaid Leave

Key Requirements

•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 the designated window per Global Distribution licensing policy.
•Client-focused mindset with the ability to guide investors through education and/or advice needs.

Experience:2+ yearsFinancial services

Education:Bachelor's

Skills:ListeningVerbal communicationClient-first mindsetConsultative sellingTime management

Licenses:FINRA Series 7FINRA Series 66

Certifications:FINRA Series 7FINRA Series 66CRPC

Tech Stack:Salesforce

Company Brief

T. Rowe Price

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

Website LinkedIn