Financial Planner

Responsibilities

• Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
• Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
• Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
• Continually support the Advisors and other associates with investment and financial planning related training and coaching
• Help clients facing associates better navigate client conversations about various complex financial planning topics
• Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
• Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change

Requirements

• Required:
• Bachelor's degree or the equivalent combination of education and relevant experience
• 5+ years of total relevant work experience
• CFP designation - Must be current and active to be considered for this role
• FINRA Series 7 and 65
• Preferred:
• Exceptional listening and presentation skills
• Desire to quickly learn and implement new financial tools, technologies, and conversation expectations
• FINRA 66 *The active holding of the 63 and 65 licenses is acceptable in lieu of the 66.
• 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 after the successful completion of a training program.
• Base Salary Ranges
• Please review the job posting for the location of this specific opportunity.
• $98,500 - $146,000 for the location of: Maryland, Colorado, Washington and remote workers
• $98,500 - $146,000 for the location of: Washington, D.C.
• $98,500 - $146,000 for the location of: New York, California
• 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:
• 07/1/2026
• Commitment to Diversity, Equity, and Inclusion

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 This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology.

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