Financial Planner

Requisition Number: 79088

Position Title:

External Description:

Role Summary

This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology.

 

Responsibilities

• Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
• Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
• Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
• Continually support the Advisors and other associates with investment and financial planning related training and coaching
• Help clients facing associates better navigate client conversations about various complex financial planning topics
• Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
• Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience
• 5+ years of total relevant work experience
• CFP designation – Must be current and active to be considered for this role
• FINRA Series 7 and 66 *The 63 and 65 licenses are acceptable in lieu of the 66.

Preferred:

• Exceptional listening and presentation skills
• Desire to quickly learn and implement new financial tools, technologies, and conversation expectations

 

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 after the successful completion of a training program.

City:

State:

Community / Marketing Title: Financial Planner

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.