Associate Sales Consultant, 2026 & Graduates

Responsibilities

• Serve as a first point of contact for clients seeking guidance on investing, retirement planning, education savings, and account-related questions
• Build relationships with clients by understanding their goals, needs, and financial priorities
• Use a consultative approach to identify opportunities and recommend appropriate solutions, products, or resources
• Educate clients on T. Rowe Price investment offerings, retirement plans, and financial planning resources
• Help retain and grow client relationships through exceptional service and proactive outreach
• Identify clients who may benefit from advanced financial planning conversations and connect them with specialized financial consultants
• Collaborate with internal partners to ensure clients receive appropriate support and solutions
• Develop expertise in financial markets, investment products, retirement planning, and industry regulations
• Meet individual and team goals related to client experience, relationship growth, and business development
• Support clients in Workplace Retirement or Personal Investors business areas

• Full-time student pursuing a bachelor's degree with expected graduation date of December 2026-May/June 2027
• Strong communication, customer service, and relationship-building skills
• Ability to listen, solve problems, and create positive client experiences
• Interest in financial services, sales, or client relationship management
• Ability to obtain FINRA Series 7 and Series 66 licenses within the required timeframe through the licensing program
• Commitment to ongoing learning of AI-augmented platforms
• Applicants for employment in the US must have work authorization that does not now or in the future require visa sponsorship
• Preferred: demonstrated interest in advice, planning, and relationship-based consulting
• Preferred: majors in Financial Planning, Finance, Economics, Wealth Management, Business, or CFP-aligned programs
• Preferred: internship, leadership, customer service, sales, campus organization, or other relevant experience
• Preferred: successful completion of the Securities Industry Essentials (SIE) exam
• FINRA licenses are required and will be supported for this role

Demonstrates expertise in financial markets, investment products, and retirement planning while providing exceptional client service and relationship management. Capable of obtaining necessary FINRA licenses and committed to ongoing learning in financial services.

• FINRA Series 7 License
• FINRA Series 66 License
• Customer Service Skills
• Relationship-Building Skills
• Financial Planning Knowledge

• Investment Products
• Retirement Planning
• Financial Markets
• Consultative Approach
• Problem Solving

• Strong Communication
• Listening Skills
• Client Experience Creation

• Securities Industry Essentials (SIE) Exam

• Financial Services
• Wealth Management
• Business Development
• Client Relationship Management
• Education Savings

• AI-Augmented Platforms