Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

T. Rowe Price is a recognized leader in asset management and retirement solutions. We are growing the Advisory Services organization and seeking Senior Individual Investor Holistic Advisors to help clients achieve their goals and retire with confidence. Role Summary As a senior advisor, you will build deep, lasting client relationships using our proven approach, proprietary research, and innovative advice capabilities. Responsibilities Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions. Prepares and/or aids in financial plans for pre‑retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more. Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects. Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education. Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change. May assist with development and implementation within the department. Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations. Works directly with less experienced peers to determine the best approach in rectifying a client's dissatisfaction. Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant. May resolve standard risk or compliance issues with the assistance of more senior staff. In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance. Qualifications Required Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ 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 upon hire CFP® designation Preferred 8+ years of 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 Prior experience building and/or managing a retail client book of business Experience working with high-net-worth clients in relationship management and/or financial advisory capacity 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 Please review the job posting for the specific location. $98,500 - $146,000 for Maryland, Colorado, Washington and remote workers; $98,500 - $146,000 for Washington, D.C.; $98,500 - $146,000 for New York, California. Placement within the range is based on 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. 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. 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 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 we sustain a work environment where associates can bring their best selves to work every day. Our commitment to diversity, equity, and inclusion ensures equal opportunity and fair and consistent treatment for all. 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. #J-18808-Ljbffr T. Rowe Price