Teams at T. Rowe Price

Leads multiple Advisory Services teams and senior financial advisors, overseeing client advice quality, compliance, risk management, strategy, resources, budgeting, and profitability. Recruits, coaches, and develops staff while ensuring approved investment solutions are implemented effectively and business objectives are achieved. Partners with senior management and peers on strategy, market trends, reporting, and business support.

Consults with individual investors on investment, retirement, and education planning; assists with asset rollovers and transfers; uses Salesforce to manage client relationships and sales pipelines; delivers needs-based financial solutions and meets sales targets. Partners with specialized advisory teams and applies financial services, tax, legal, and regulatory knowledge. The company supports required FINRA licensing and CRPC completion.

As a Financial Consultant at T. Rowe Price, you will provide consultative sales support, develop retirement strategies, and manage client relationships to help participants achieve financial goals.