Associate Sales Consultant; Personal Investors

Role Summary

As a Sales Associate Personal Investors, you will provide education and/or guidance to T. Rowe Price’s Core Personal Investors. The primary objective is to drive net new flows and retain assets within the Individual Investors organization. Our consistently successful Sales Associates are focused on helping clients achieve their short‑ and long‑term investment and financial planning goals, along with ownership of their individual success in a collaborative, supportive team‑oriented environment.

Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process.

• Serve as the initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning).
• Deliver on defined sales targets, quality of conversations, and other role‑based responsibilities.
• Develop and maintain proficient knowledge of T. Rowe Price products and services.
• Drive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needs.
• Leverage financial acumen to manage multiple clients in different stages of the buying process.
• Use a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding TRP solutions (outside assets, external referrals, etc.).
• Nurture client relationship and brand loyalty with effective and consistent process to move opportunities forward.
• Capitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firm.
• Liaise with internal partners to ensure clients receive appropriate solutions.

Required:

Bachelor’s degree or the equivalent combination of education and relevant experience
; 0+ years of total relevant work experience
; FINRA Series 7 and 66 licenses (or willingness to obtain within designated window);
Dedicated paid time and resources are provided to support the licensing process.

• Sales experience
• Financial industry experience

This role is eligible for remote work up to one day a week after the successful completion of a training program.

Base salary ranges from $67,000 to $93,000, depending on location:
Maryland, Colorado, Washington, and remote workers;
Washington, D.C.;
New York, California. This job is eligible for overtime pay. Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Employees may be eligible for a discretionary bonus, determined upon company and individual performance.

• Competitive compensation
• Annual bonus eligibility
• Generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits

T. Rowe Price is an equal‑opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.