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
(Individual Investors Holistic Advisor)
T. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful difference in the lives and peace of mind of millions of investors. Renowned for our investment excellence and the trusted relationships we’ve built with clients over the past 85+ years, we are seeking talented advisors to help build on this legacy and meet the growing demand for financial advice.
We are committed to helping investors achieve their goals and retire with confidence by providing high-quality financial advice. As an advisor at T. Rowe Price, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation—drivers of our significant growth in recent years.
Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients.
If you’re passionate about helping clients achieve their financial goals and want to join a collaborative, forward-thinking team at the forefront of industry growth, T. Rowe Price offers the ideal environment to advance your career and maximize your impact.
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 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
- 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 - $117,000 for the location of: Maryland, Colorado, Washington and remote workers$82,000 - $117,000 for the location of: Washington, D.C.
$82,000 - $117,000 for the location of: New York, CaliforniaThis 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:
03/18/2026Commitment 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
Learn more about our benefits.
What We Do
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.
Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors.
At T. Rowe Price, we believe in strategic investing. It has guided how we do business for more than 80 years, and it’s driven by independent thinking and rigorous research. So our clients can be confident that we’ll strive to select the right investments as we help them achieve their objectives. Strategic investing means that we don’t stop at surface level analysis. Instead, we go beyond the numbers. Our investment professionals travel the world, visiting the companies they evaluate. It’s this passion for exploration and understanding that has helped inform better decision-making and prudent risk management for our clients since its founding by Thomas Rowe Price Jr. in 1937.
