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 Senior 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 each 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. Serving as the primary point of contact for clients, you play an integral role in attracting and retaining high-value clients to T. Rowe Price through the ongoing management of their relationships with us.

Responsibilities

Assess client needs, identify/recommend solutions, and build/manage client relationshipsDemonstrate 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 planningPresent financial plans to pre-retirees and retirees with a focus on key recommendationsInteract 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 opportunitiesDiligently manage time and pipeline priorities based on customer’s needs and likelihood of expanding relationship with T. Rowe PriceMaintain up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial educationTake responsibility for client satisfaction regarding a wide variety of solutions managed by advisory services for assigned clientsUnderstand the basics of how to determine a client's appetite for risk and how that aligns with different advice solutionsCultivate and maintain internal relationships with referral partnersProactively partner with the financial planning team to deliver a high-quality planning experienceDevelop and execute an ongoing practice management strategy for the assigned book of businessPeriodically contribute to various program initiatives in addition to your regular client-facing responsibilities

Qualifications

Required:

Bachelor's degree or the equivalent combination of education and relevant experience AND5+ years of total relevant work experiencePrevious 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:

5-8+ years of experience in financial services offering investment management  Exceptional listening and presentation skillsDesire to quickly learn and implement new financial tools, technologies, and conversation expectationsIn-depth understanding of retail investment vehicles Prior experience building and/or managing a retail client book of businessExperience working with high-net-worth clients in a relationship management and/or financial advisory capacityCFP® designation – Required for role

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.

$98,500 - $143,000 for the location of: Maryland, Colorado, Washington and remote workers
$98,500 - $143,000 for the location of: Washington, D.C.
$98,500 - $143,000 for the location of: New York, California

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.