Financial Planner

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

* Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
* Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
* Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
* Continually support the Advisors and other associates with investment and financial planning related training and coaching
* Help clients facing associates better navigate client conversations about various complex financial planning topics
* Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
* Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change
* Bachelor's degree or the equivalent combination of education and relevant experience
* 5+ years of total relevant work experience
* CFP designation – Must be current and active to be considered for this role
* FINRA Series 7
** and
* * 66  The 63 and 65 licenses are acceptable in lieu of the 66.
* Exceptional listening and presentation skills
* Desire to quickly learn and implement new financial tools, technologies, and conversation expectations

This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program.

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.  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  Health and wellness benefits, including online therapy  Family care resources, including fertility and adoption benefits
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