Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

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 and/or aids in 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.

Requirements

• 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
• 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

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 Individual Investor Holistic Advisors to join a collaborative, forward-thinking organization focused on helping investors achieve their goals and retire with confidence. As an 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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