Financial Advisor, Advisory Services

Role Summary  

As a T. Rowe Price Financial Advisor, you will develop relationships with our high-net-worth clients and prospective clients, providing detailed guidance and advice to help them achieve their financial goals. You will perform a thorough analysis of the client’s financial situation using a consultative approach specifically aimed at discovering the drivers behind the client’s decision-making process. This prepares you to recommend a strategy for investment allocation aligned to the client and their goals, including retirement savings and income needs. As the clients’ primary point of contact, you play an integral role in attracting and retaining high-value clients to T. Rowe Price through the on-going management of their relationships with us. 

Responsibilities

• Assess client needs, identify/recommend solutions, and build/manage client relationships 
• Demonstrate holistic knowledge of goal-based financial planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning 
• Present financial plans to pre-retirees and retirees with a focus on key recommendations 
• Interact professionally with clients by phone and/or video to update the client’s profile and financial situation/needs  
• Complete appointment dictations (using Salesforce CRM) to document conversations, follow up appropriately with clients in the process of enrolling accounts, and effectively follow up on opportunities  
• Diligently manage time and pipeline priorities based on customer’s needs and likelihood of expanding relationship with T. Rowe Price 
• Maintain up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education 
• Take responsibility for client satisfaction regarding a wide variety of solutions managed by advisory services for assigned clients  
• Understand the basics of how to determine a client's appetite for risk and how that aligns with different advice solutions 

  

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 highly desirable - Assistance provided to obtain professional designation 
• 2-5+ 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

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 location of this specific opportunity.

$82,000 - $114,000 for the location of: Maryland, Colorado, Washington and remote workers
$82,000 - $114,000 for the location of: Washington, D.C.
$82,000 - $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:

10/30/2025

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

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.