Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

T. Rowe Price
Maryland, Colorado
Workplace: HybridFull timeUSD 82,000 - 117,000 annuallyFunction: Consulting & AdvisoryExperience: 2+ yearsEducation: bachelorsSkills: ["Relationship building","Organizational skills","Communication","Listening","Presentation"]

Provide holistic, client-facing financial advice by building lasting relationships and implementing individualized retirement, insurance, tax, and estate planning solutions. Apply discretionary management to help clients execute recommended plans, transition from self-directed to managed accounts, and ensure compliance. Serve as an expert on portfolio construction, risk appetite, and tax-efficient investing while resolving objections, escalating issues as needed, and staying current on new investment and planning capabilities.

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T. Rowe Price
T. Rowe Price
2 months ago

Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 days agoStatus: Live

Job Summary

Provide holistic, client-facing financial advice by building lasting relationships and implementing individualized retirement, insurance, tax, and estate planning solutions. Apply discretionary management to help clients execute recommended plans, transition from self-directed to managed accounts, and ensure compliance. Serve as an expert on portfolio construction, risk appetite, and tax-efficient investing while resolving objections, escalating issues as needed, and staying current on new investment and planning capabilities.
Location: Maryland, Colorado
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Entry level

Key Responsibilities

  • •Implement standard advisory solutions for assigned clients with general guidance and coordinate internal resources.
  • •Prepare and/or assist with financial plans covering pre-retirement, retirement, insurance, tax planning, and estate planning.
  • •Position discretionary management and overcome objections; redirect clients when discretionary management isn’t appropriate.
  • •Transition qualified clients from self-directed relationships to managed account relationships as an enrollment specialist.
  • •Serve as an expert on financial planning and portfolio construction, including risk appetite alignment and tax-efficient investing; escalate potential issues as needed.

Pay and Benefits

Salary: USD 82,000 - 117,000 annually
Perks:Annual BonusRetirementHealth InsurancePaid LeaveHybrid Work

Key Requirements

  • •Bachelor's degree or equivalent combination of education and relevant experience.
  • •2+ years of total relevant work experience.
  • •Previous success building relationships, uncovering needs, and recommending solutions.
  • •Strong written and verbal communication skills and demonstrated organizational skills.
  • •FINRA Series 7 and 66, or 63/65 licenses.
Experience:2+ yearsFinancial servicesAsset managementRetirement solutionsInvestment management
Education:Bachelor's
Skills:Relationship buildingOrganizational skillsCommunicationListeningPresentation
Licenses:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65CFP

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