Financial Planning Business Consultant
Northwestern MutualSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries
Requirements
Candidates must possess a Bachelor’s degree or the equivalent combination of education and relevant experience, along with at least 43 years of total relevant work experience. They are required to hold a FINRA Series 7 license and either Series 63 or 65, or a Series 7 license and Series 66.
Responsibilities
The Alternative Investment Internal Consultant will collaborate with external sales professionals to develop territories and manage relationships with Financial Advisors, prospecting, selling, and retaining advisors through a consultative process. They will identify sales opportunities, develop new business, and deepen relationships with existing advisors, utilizing data to prioritize targets within their territory and documenting sales measurements. The role also involves providing sales support and follow-up, attending conferences to represent the firm and generate leads, and maintaining accurate records in Salesforce while demonstrating a passion for capital markets, private markets, and alternative investments.
Skills
Relationship-building
Data analysis
Excel
Salesforce
Capital markets
Private markets
Alternative investments
T. Rowe Price
Global asset management and investment advisory services
About T. Rowe Price
T. Rowe Price provides investment advisory services and retirement solutions to individual investors, financial intermediaries, and institutions. The firm employs a disciplined investment approach supported by extensive research to deliver long-term value. It generates revenue mainly through management fees based on the assets it manages, which amounted to $1.569 trillion as of June 30, 2024. T. Rowe Price serves a wide range of clients, including individual investors, retirement plan sponsors, and institutional investors like endowments and foundations. Its global reach and experienced investment teams enable the firm to offer various investment strategies and products, helping clients achieve their financial goals.
Key Metrics
Baltimore, MarylandHeadquarters
1937Year Founded
$78,115.8MTotal Funding
IPOCompany Stage
Quantitative Finance, Financial ServicesIndustries
10,001+Employees