Financial Consultant (workplace Investors)

T. Rowe Price UK

Maryland, US
Base: $80,000 - $117,000; bonus: discretionary bon...
Hybrid (up to one day per week from home)
Inbound and phone-based sales experience
Consultative approach to retirement planning
Pipeline management and lead organization
T. Rowe Price is seeking a Financial Consultant to provide retirement planning services to clients, with a focus on consultation and relationship building. The role offers a hybrid work model and emphasizes a supportive company culture that values diversity and employee growth

Job Summary

  • The role focuses on providing world-class service by building relationships that broaden clients' understanding of their retirement planning.
  • Financial consultants are responsible for retaining assets through education and acquiring new assets via ongoing consultative conversations.
  • Employees enjoy a hybrid work schedule with up to one day per week from home along with competitive compensation and benefits.

Matching Summary

Match Score: 85

T. Rowe Price is seeking a Financial Consultant to provide retirement planning services to clients, with a focus on consultation and relationship building. The role offers a hybrid work model and emphasizes a supportive company culture that values diversity and employee growth.

Salary

Base: $80,000 - $117,000; Bonus: Discretionary bonus eligible; Benefits: Generous retirement plan, health/wellness, PTO

Skills & Requirements

Must-have

  • Inbound and phone-based sales experience
  • Consultative approach to retirement planning
  • Pipeline management and lead organization

Nice-to-have

  • Collaborative team culture
  • Fast-paced work environment adaptability
  • Generous spirit among colleagues

Key Requirements

  • Bachelor's degree or equivalent experience
  • 2+ years of inbound/phone-based sales experience
  • FINRA Series 7 and 66 licenses required
  • CRPC designation within 180 days of hire preferred
  • CFP designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter