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.

* 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.
* 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
* 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

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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