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.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology.

Responsibilities 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

Qualifications

Required:

Bachelor's degree or the equivalent combination of education and relevant experience5+ years of total relevant work experienceCFP designation – Must be current and active to be considered for this roleFINRA Series 7 and 65

Preferred:

Exceptional listening and presentation skills

Desire to quickly learn and implement new financial tools, technologies, and conversation expectationsFINRA 66
* The active holding of the 63 and 65 licenses is acceptable in lieu of the 66.FINRA RequirementsFINRA licenses are required and will be supported for this role.

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

Base Salary Ranges Please review the job posting for the location of this specific opportunity.$85,500.00 - $ for the location of:
Maryland, Colorado, Washington and remote workers $85,500.00 - $ for the location of:
Washington, D.C.$85,500.00 - $ for the location of:
New York, California 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.

This job posting is expected to be available until:10/7/2026

Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents,…