Financial Advisor, Advisory Services

Requisition Number: 79442

Position Title:

External Description:

Role Summary

(Individual Investors Holistic Advisor)

T. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful difference in the lives and peace of mind of millions of investors. Renowned for our investment excellence and the trusted relationships we’ve built with clients over the past 85+ years, we are seeking talented advisors to help build on this legacy and meet the growing demand for financial advice.

We are committed to helping investors achieve their goals and retire with confidence by providing high-quality financial advice. As an advisor at T. Rowe Price, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputation—drivers of our significant growth in recent years.

Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients.

If you’re passionate about helping clients achieve their financial goals and want to join a collaborative, forward-thinking team at the forefront of industry growth, T. Rowe Price offers the ideal environment to advance your career and maximize your impact. 

  

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 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.

  

Qualifications

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 
• 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

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.

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Community / Marketing Title: Financial Advisor, Advisory Services

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.