Financial Consultant (personal Investors)

T. Rowe Price UK

Multiple Locations
$80,000 - $117,000; bonus/equity: not specified; b...
Hybrid (up to one day per week from home)
Consultative sales approach
Utilize financial tools
Manage sales pipeline
T. Rowe Price is seeking a Financial Consultant to engage with individual investors, offering tailored financial advice and solutions. The ideal candidate will possess relevant licenses, a client-first mentality, and a strong understanding of financial services

Job Summary

  • At T. Rowe Price, we actively invest in opportunities to help people thrive in an evolving world.
  • As a Financial Consultant, you will consult with individual investors to develop a plan of action for their financial needs.
  • Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process.

Matching Summary

Match Score: 85

T. Rowe Price is seeking a Financial Consultant to engage with individual investors, offering tailored financial advice and solutions. The ideal candidate will possess relevant licenses, a client-first mentality, and a strong understanding of financial services.

Salary

$80,000 - $117,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Consultative sales approach
  • Utilize financial tools
  • Manage sales pipeline

Nice-to-have

  • Client first mentality
  • Strong listening skills
  • In-depth industry knowledge

Key Requirements

  • 2+ years of relevant work experience
  • FINRA Series 7 and 66 licenses
  • Chartered Retirement Planning Counselor (CRPC®)

Work Rights

Not specified

Tailored Resume

Cover Letter