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

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.

Requirements

• 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 f

Benefits

Additional Information

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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity . Join us for the opportunity to g row and make a difference in ways that matter to you . Role Summary T. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful and lasting impact. As demand for financial advice continues to accelerate, we are deliberately growing our Advisory Services organization to better support investors and their long-term goals. As part of this growth, we are actively seeking talented Senior Individual Investor Holistic Advisors to join a collaborative, forward-thinking organization focused on helping investors achieve their goals and retire with confidence. As a senior advisor at T. Rowe Price, you'll build deep, lasting client relationships while leveraging our proven approach, proprietary research, innovative advice capabilities, and strong brand-key drivers of our continued momentum. Expanding our Advisory business is a strategic priority within our retail division, creating meaningful opportunities for advisors at multiple career stages to grow, develop, and maximize their impact while shaping the future of financial advice at scale.

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