Senior Financial Advisor, Advisory Services

T. Rowe Price UK

Maryland, US
Base: $98,500 - $146,000; bonus: discretionary bon...
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Implementing advisory solutions for clients
Preparing financial plans for retirees
Advising on asset allocation strategies
** T. Rowe Price is seeking a Senior Financial Advisor to join their Advisory Services team, focusing on providing high-quality financial advice to clients. The role requires strong relationship-building skills and a background in financial services, with an emphasis on helping clients achieve their financial goals. **

Job Summary

  • The role involves implementing and developing advisory solutions while preparing comprehensive financial plans for pre-retirees and retirees.
  • T. Rowe Price offers a collaborative culture that respects differences and provides resources to support career growth and community impact.
  • Employees are eligible for competitive compensation including an annual bonus, generous retirement plan, and hybrid work flexibility.

Matching Summary

Match Score: 75

** T. Rowe Price is seeking a Senior Financial Advisor to join their Advisory Services team, focusing on providing high-quality financial advice to clients. The role requires strong relationship-building skills and a background in financial services, with an emphasis on helping clients achieve their financial goals. **

Salary

Base: $98,500 - $146,000; Bonus: Discretionary bonus based on performance; Benefits: Generous retirement plan, health/wellness, paid time off

Skills & Requirements

Must-have

  • Implementing advisory solutions for clients
  • Preparing financial plans for retirees
  • Advising on asset allocation strategies
  • Maintaining compliant investment solutions
  • Developing deep client relationships

Nice-to-have

  • Exceptional listening and presentation skills
  • Desire to learn new financial tools
  • Experience with high-net-worth clients
  • Collaborative team spirit
  • Innovative approach to financial advice

Key Requirements

  • Bachelor's degree or equivalent experience
  • 5+ years of relevant work experience
  • FINRA Series 7 and 66 (or 63/65) licenses
  • CFP designation required
  • Proven success in building client relationships

Work Rights

Not specified

Tailored Resume

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