Financial Consultant (Personal Investors) at T. Rowe Price

Owings Mills, Maryland, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Financial ServicesIndustries

Requirements

Bachelor's degree or the equivalent combination of education and relevant experience
2+ years of total relevant work experience
FINRA Series 7 and 66 licenses
Chartered Retirement Planning Counselor (CRPC®) - Must be obtained within designated window per Global Distribution licensing policy

Responsibilities

Serve as initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
Assist with consolidation of assets via rollover, transfers, or direct from bank
Demonstrate a consultative sales approach utilizing our proprietary interaction model
Deliver on defined sales targets, quality of conversations, and other role-based responsibilities
Manage your time, CRM (Salesforce), and sales pipeline to prioritize your day
Utilize T. Rowe Price products and services to position needs-based solutions
Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients
Partner with our Advice and High Net Worth teams to ensure clients receive appropriate products and services, if necessary

Skills

financial consulting

investment planning

client relationship management

sales

asset management

financial licenses

retirement planning

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.

Baltimore, MarylandHeadquarters

1937Year Founded

$78,115.8MTotal Funding

IPOCompany Stage

Quantitative Finance, Financial ServicesIndustries

10,001+Employees

Benefits

Paid Volunteer Time

Parental Leave

Learning & Growth Resources

Matching Charitable Gifts

Health Care Benefits

Generous Retirement Plan

Risks

Increased competition from AI-powered platforms challenges T. Rowe Price's traditional strategies.

Departure of key personnel may impact T. Rowe Price's wealth management capabilities.

High valuations of AI startups could divert capital from traditional asset management firms.

Differentiation

T. Rowe Price offers a comprehensive range of investment strategies across various asset classes.

The firm emphasizes long-term value through disciplined investment and extensive research capabilities.

T. Rowe Price's global reach and diverse client base enhance its market position.

Upsides

Growing interest in AI-driven investment strategies presents new opportunities for T. Rowe Price.

The rise of quantum technology aligns with T. Rowe Price's focus on tech startups.

Collaboration trends in biotech offer potential investment opportunities in genetic medicine.

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