Financial Consultant; Workplace Investors

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.

A collaborative culture respects and values differences.

As a fully licensed financial consultant, you will develop and deliver T. Rowe Price backed retirement strategies and insights that enhance the financial well‑being of our participants. You will work within a sales team dedicated to high‑value sales and retention of assets that contribute to our enterprise net‑new flows. Your focus will be on growth outcomes driven by retention, acquisition of new assets, and asset consolidation through consultative conversations.

• Provide comprehensive consultations to participants over the phone as part of a dedicated sales team model for high‑value retirement plan participants.
• Demonstrate a consultative approach in positioning products and services to participants during life‑changing events such as separation from an employer, retirement, or investment planning.
• Obtain knowledge of the participant’s financial portfolio objectives, asset composition, and historical positions; 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 ongoing consultation follow‑up conversations.
• Initiate proactive or 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, using a consistent follow‑up process to move sales opportunities forward.
• Organize calendar and leads box effectively 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 a fast‑paced, dynamic environment that requires flexibility.
• Handle client inquiries and resolve problems within scope of knowledge to ensure all transactions and administrative processes are completed 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 equivalent combination of education and relevant experience.
• 2+ years of total relevant work experience with inbound and/or phone‑based sales.
• FINRA Series7 and
  66 licenses.
• Preferred: 3+ years of related experience with inbound and/or phone‑based sales.
• Systems knowledge of Microsoft Suite, Salesforce, and/or Synergy.
• Proficient understanding of retirement investment products and qualified retirement plans.
• Chartered Retirement Planning Counselor (CRPC®) obtained within 180days of hire (preferred).
• Certified Financial Planner (CFP®) designation (preferred).
• FINRA license requirements will be supported for this role.

This role is eligible for hybrid work, with up to one day per week from home.

For the locations listed below, base salary ranges are:

• Maryland, Colorado, Washington, and remote workers — $80,000–$117,000
• Washington,D.C. — $80,000–$117,000
• New York, California — $80,000–$117,000

This job posting is expected to be available untilJuly
25,2026.