Financial Planner

T. Rowe Price UK

Owings Mills, United States
Base: $98,500 - $146,000; bonus/equity: annual bon...
Hybrid (eligible for one day per week from home after training)
Develop personalized financial plans
Retirement planning advice
Investment planning advice
T. Rowe Price is seeking a Financial Planner to support advisors in developing personalized financial plans. The role involves collaboration with various business units and requires strong qualifications, including a CFP designation and relevant work experience

Job 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.
  • Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients.
  • We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Matching Summary

Match Score: 85

T. Rowe Price is seeking a Financial Planner to support advisors in developing personalized financial plans. The role involves collaboration with various business units and requires strong qualifications, including a CFP designation and relevant work experience.

Salary

Base: $98,500 - $146,000; Bonus/Equity: Annual bonus eligibility; Benefits: Health and wellness benefits, retirement plan, PTO

Skills & Requirements

Must-have

  • Develop personalized financial plans
  • Retirement planning advice
  • Investment planning advice
  • Budgeting and saving analysis
  • Social Security claiming strategies
  • Financial planning training and coaching

Nice-to-have

  • Collaborative culture
  • Generosity of colleagues
  • Commitment to diversity and inclusion
  • Support for career path

Key Requirements

  • Bachelor's degree or equivalent experience
  • 5+ years of relevant work experience
  • Current and active CFP designation
  • FINRA Series 7 and 65 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter