Financial Consultant

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.

* Provide comprehensive consultations to participants over the phone as part of dedicated sales team model for high value retirement plan participants.
* Demonstrate a consultative approach in positioning products and services to participants pertaining to retirement planning during life changing events such as separation of service from an employer, retirement, and investment planning.
* Obtain knowledge of the participant’s financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps.
* Retain assets through education and guidance of available plan-specific and general distribution options.
* Acquire new assets for the firm through on-going consultation follow-up conversations.
* Initiate proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions.
* Diligently manage a pipeline of opportunities to nurture client/participant relationships. Serve as a single point of contact and assist clients through transitions. Use a consistent follow-up process to move sales opportunities forward. Organize calendar and leads box effectively and efficiently to execute on results.
* Deliver on defined retention and sales targets and other role-based responsibilities.
* Develop and maintain proficient knowledge of T. Rowe Price funds, products, and services.
* Thrive in fast-paced work environment that can be dynamic and require flexibility.
* Handle client inquiries and resolve problems within scope of knowledge to ensure all transactions and administrative processes are accomplished efficiently. Partner with back-office and shared services teams to research and resolve client inquiries.
* Participate in training sessions, staff meetings, and share knowledge with teammates.
* Bachelor's degree or the equivalent combination of education and relevant experience
* 2+ years of total relevant work experience with inbound and/or phone-based sales
* FINRA Series 7 and 66
* 3+ years of related experience with inbound and/or phone-based sales
* Systems knowledge pertaining to Microsoft Suite, Salesforce and/or Synergy
* Proficient understanding of Retirement Investment Products and qualified retirement plans
* Chartered Retirement Planning Counselor (CRPC) (obtained within 180 days of hire)
* Certified Financial Planner designation (CFP)
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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