Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

Requisition Number: 79442

Position Title:

External Description:

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.

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.

  

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 
• 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 for the location of: Washington, D.C.
$82,000 - $117,000 for the location of: New York, California

This job is eligible for overtime pay.

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:

11/4/2026

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

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.

City:

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Community / Marketing Title: Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

Company Profile:

Location_formattedLocationLong: Owings Mills, 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.