Financial Consultant (Personal Investors)

T. Rowe Price
Maryland, Colorado
Workplace: HybridFull timeUSD 80,000 - 117,000 annuallyFunction: SalesExperience: 2+ yearsEducation: bachelorsSkills: ["Listening","Verbal communication","Client-first mindset","Consultative selling","Time management"]

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.

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T. Rowe Price
T. Rowe Price
2 months ago

Financial Consultant (Personal Investors)

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Last checked: 8 days 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: Maryland, Colorado
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
WebsiteLinkedIn