There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. ​ We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

Role Summary  

As a T. Rowe Price Financial Advisor, you will develop relationships with our high-net-worth clients and prospective clients, providing detailed guidance and advice to help them achieve their financial goals. You will perform a thorough analysis of the client’s financial situation using a consultative approach specifically aimed at discovering the drivers behind the client’s decision-making process. This prepares you to recommend a strategy for investment allocation aligned to the client and their goals, including retirement savings and income needs. As the clients’ primary point of contact, you play an integral role in attracting and retaining high-value clients to T. Rowe Price through the on-going management of their relationships with us. 

Responsibilities

Assess client needs, identify/recommend solutions, and build/manage client relationships Demonstrate holistic knowledge of goal-based financial planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning Present financial plans to pre-retirees and retirees with a focus on key recommendations Interact professionally with clients by phone and/or video to update the client’s profile and financial situation/needs  Complete appointment dictations (using Salesforce CRM) to document conversations, follow up appropriately with clients in the process of enrolling accounts, and effectively follow up on opportunities  Diligently manage time and pipeline priorities based on customer’s needs and likelihood of expanding relationship with T. Rowe Price Maintain up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education Take responsibility for client satisfaction regarding a wide variety of solutions managed by advisory services for assigned clients  Understand the basics of how to determine a client's appetite for risk and how that aligns with different advice solutions 

  

Qualifications

Required:

Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Previous success in building relationships, uncovering needs, and recommending solutions   Demonstrated organizational skills  Strong written and verbal communication skills  FINRA Series 7 and 66, or 63/65 licenses

Preferred:

CFP® designation highly desirable - Assistance provided to obtain professional designation 2-5+ years’ experience in financial services offering investment management   Exceptional listening and presentation skills Desire to quickly learn and implement new financial tools, technologies, and conversation expectations In-depth understanding of retail investment vehicles

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$82,000 - $114,000 for the location of: Maryland, Colorado, Washington and remote workers
$82,000 - $114,000 for the location of: Washington, D.C.
$82,000 - $114,000 for the location of: New York, California

This job is eligible for overtime pay.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. 

This job posting is expected to be available until:

04/30/2025

Commitment to Diversity, Equity, and Inclusion

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits

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.   

  

Featured employee benefits to enrich your life:   

Competitive compensation  

Annual bonus eligibility  

A generous retirement plan  

Hybrid work schedule  

Health and wellness benefits, including online therapy  

Paid time off for vacation, illness, medical appointments, and volunteering days  

Family care resources, including fertility and adoption benefits  

  

Learn more about our benefits.  

 

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.