What are the responsibilities and job description for the Financial Consultant (Personal Investors) position at T. Rowe Price?
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 Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses, designations, and our tools to ensure our investors are successful in their short- and long-term financial needs. Success in this role means you can quickly understand a client’s immediate need(s) and broaden the conversation to determine if you can assist with other financial needs, including education, advice, and consolidation of assets. Your success is measured by the quality of your conversations and your overall sales results.
Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. 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
Qualifications
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 location of this specific opportunity.
$80,000 - $114,000 for the location of: Maryland, Colorado, Washington and remote workers
$80,000 - $114,000 for the location of: Washington, D.C.
$80,000 - $114,000 for the location of: New York, California
This job is eligible for overtime pay.
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.
This Job Posting Is Expected To Be Available Until
03/4/2026
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
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.
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 Financial Consultant in Personal Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses, designations, and our tools to ensure our investors are successful in their short- and long-term financial needs. Success in this role means you can quickly understand a client’s immediate need(s) and broaden the conversation to determine if you can assist with other financial needs, including education, advice, and consolidation of assets. Your success is measured by the quality of your conversations and your overall sales results.
Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. 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
- 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
Qualifications
- 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.
- 3 years of sales experience working with individual investors
- Client first mentality and passion for helping our clients plan for and achieve their financial goals
- In-depth industry knowledge and strong pulse on current market events
- Strong listening and verbal skills
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 location of this specific opportunity.
$80,000 - $114,000 for the location of: Maryland, Colorado, Washington and remote workers
$80,000 - $114,000 for the location of: Washington, D.C.
$80,000 - $114,000 for the location of: New York, California
This job is eligible for overtime pay.
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.
This Job Posting Is Expected To Be Available Until
03/4/2026
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
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.
Salary : $80,000 - $114,000
