Financial Consultant - Wealth Services

## Financial Consultant - Wealth Services Apply:
Owings Mills, MD:
Colorado Springs, CO:
Full time:
Posted Yesterday:
83820

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.

Join us for the opportunity to grow and make a difference in ways that matter to you.
** Role Summary
** The Wealth Services Financial Consultant is responsible for building and deepening client relationships while identifying opportunities to deliver greater value and grow the client’s relationship with T. Rowe Price. The role combines consultative client engagement, business development, and relationship management to understand client needs, connect them with appropriate solutions and resources, and deliver a high-quality wealth management experience.
** Responsibilities
* *** Drive Business Growth**:
* Identify and create opportunities that deepen the client's relationship with T. Rowe Price.
* Uncover outside assets and consolidation opportunities by asking thoughtful questions and developing an understanding of the client's overall financial picture.
* Support financial planning and advisory conversion by clearly articulating the value of T. Rowe Price's advice capabilities and ensuring effective client handoffs.
* Assist clients with the consolidation of assets through rollovers, transfers, and other appropriate solutions.
* Deliver against defined sales and business development goals aligned with Wealth Services and organizational priorities.  
** Deliver Consultative Client Engagement**:
* Build and deepen client relationships through proactive outreach and meaningful financial conversations.
* Quickly understand a client's immediate needs while broadening the conversation to uncover additional financial goals, priorities, and opportunities.
* Apply a consultative sales approach and T. Rowe Price's client interaction model to identify opportunities related to investments, retirement, financial planning, and asset consolidation.
* Conduct scheduled client meetings and proactive outreach designed to strengthen relationships and identify opportunities to add value.  
** Manage Client Relationships and Sales Pipeline:
*** Manage time, Salesforce activity, client opportunities, and the sales pipeline to effectively prioritize daily activities.
* Maintain consistent inbound and outbound client engagement through calls, scheduled meetings, video meetings, and email.
* Document client needs, opportunities, interactions, and next steps accurately within Salesforce.
* Maintain disciplined follow-up on sales opportunities, advice referrals, and other identified client needs.  
** Deliver a High-Quality Wealth Services

Experience:

*** Serve as a trusted resource for clients by providing education and guidance related to their investment and retirement needs within the scope of the role.
* Maintain a working knowledge of T. Rowe Price…