Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

Individual Investor Holistic Advisor

T. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful and lasting impact. As demand for financial advice continues to accelerate, we are deliberately growing our Advisory Services organization to better support investors and their long-term goals.

As part of this growth, we are actively seeking talented Individual Investor Holistic Advisors to join a collaborative, forward-thinking organization focused on helping investors achieve their goals and retire with confidence. As an advisor at T. Rowe Price, you'll build deep, lasting client relationships while leveraging our proven approach, proprietary research, innovative advice capabilities, and strong brandkey drivers of our continued momentum.

Expanding our Advisory business is a strategic priority within our retail division, creating meaningful opportunities for advisors at multiple career stages to grow, develop, and maximize their impact while shaping the future of financial advice at scale.

Responsibilities:

• With general guidance, implements and may assist with developing standard advisory solutions to assigned clients and coordinates internal resources necessary to carry out solutions.
• Prepares and/or aids in financial plans for clients within the following areas, including preretirement, retirement, insurance, tax planning, and estate planning.
• Responsible for positioning discretionary management as a means for clients to implement their recommended plans and to realize the full value within the plan.
• Serves as an enrollment specialist to assist qualified clients in their transition from a self-directed relationship to a managed account relationship.
• Must be able to position the value of discretionary management, overcome objections, and redirect clients to other solutions when discretionary management isn't appropriate.
• Applies knowledge to ensure an up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education.
• May assist in identifying opportunities for improvement to present to managers for consideration.
• Responsible for client satisfaction regarding a wide variety of basic solutions managed by advisory services for assigned clients and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.
• Serves as a client-facing expert on financial planning, portfolio construction, tax-efficient investing, and other advisory matters.
• Has a basic understanding of how to determine a client's appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant.
• Escalates potential issues to more senior staff.

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 - Assistance provided to obtain professional designation
• 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

Training Details:

• In-office, 5 days during the initial first 2 weeks of employment for Individual Investors (II) Orientation
• Training schedule is Monday through Friday 8am-5pm Local Time
• Two-weeks of instructor led training (II Orientation); Four- weeks Advice specific training (4:1 work schedule commences)

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.

Base Salary Ranges:

$82,000 - $117,000 for the location of: Maryland, Colorado, Washington and remote workers

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