Senior Financial Advisor, Advisory Services

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.

* Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions.
* Prepares 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.
* 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
* 5-8+ 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
* CFP designation – Required for role 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.  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  Health and wellness benefits, including online therapy  Family care resources, including fertility and adoption benefits
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