Financial Consultant (workplace Investors)

T. Rowe Price UK

Maryland, US
Base: $80,000 - $117,000; bonus/equity: annual bon...
Hybrid
Phone-based sales
Retirement planning
Asset retention
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

Job Summary

  • 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.
  • Our sales team has a mission of helping our participants reach their long-term financial goals through exemplary service, education, and support every day.
  • Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Matching Summary

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.

Salary

Base: $80,000 - $117,000; Bonus/Equity: Annual bonus eligibility; Benefits: Health and wellness, retirement plan, PTO

Skills & Requirements

Must-have

  • phone-based sales
  • retirement planning
  • asset retention
  • new asset acquisition
  • consultative conversations

Nice-to-have

  • collaborative culture
  • spirit of generosity
  • client relationship management
  • proactive follow-up

Key Requirements

  • Bachelor's degree or equivalent experience
  • 2+ years inbound/phone-based sales
  • FINRA Series 7 and 66
  • 3+ years related experience
  • Microsoft Suite, Salesforce/Synergy knowledge
  • Retirement Investment Products knowledge
  • CRPC® or CFP® designation

Work Rights

Not specified

Tailored Resume

Cover Letter