Senior Retirement Counselor

Senior Investment Counselor, II

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

As a Senior Investment Counselor, II you are responsible for sales, revenue generation, and client relationship management for larger and more complex accounts. This includes creating, monitoring, and revising lead generation plans for the development of new revenue pipelines. The role will also have the critical duty of identifying account growth opportunities based on client goals that may cross multiple business unit services and/or offerings. Your success is measured by the quality of your client relationships and your overall sales results.

Join our team and you will receive dedicated paid time and resources to support you through a successful career. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!

Responsibilities

• Provide comprehensive one-on-one consultations to high-net-worth retirement plan participants, serving as a trusted consultant and tailoring guidance to their goals, sensitivities, and financial circumstances.
• Develop a deep understanding of each participant's financial situation and deliver in-depth education on retirement income strategies, asset allocation, tax considerations, estate planning concepts, and the transition into retirement.
• Navigate advanced retirement and investment considerations for participants with complex balance levels (typically $350k+), helping them make informed, confident decisions.
• Drive asset retention and acquisition by supporting stay-in-plan outcomes, rollover retention, and account consolidation through ongoing, personalized conversations.
• Collaborate closely with the Individual Investors organization to ensure seamless handoffs for participants whose needs extend beyond Workplace Investors, including broader planning and advisory support.
• Identify eligible participants for the firm's managed Retirement Advisory Service (RAS) and facilitate advisor referrals through established workflows and eligibility cues.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience
• 5+ years of total relevant work experience
• Series 7 and 66
• CRPC *Must be obtained within designated window per Global Distribution licensing policy if not already obtained

Preferred:

• CRPC
• 10+ years of total relevant work experience

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 one day per week from home, after the successful completion of a training program.

Base Salary Ranges

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

$98,500 - $146,000 for the location of: Maryland, Colorado, Washington and remote workers$98,500 - $146,000 for the location of: Washington, D.C.$98,500 - $146,000 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.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

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.

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.