Senior Retirement Counselor

Requisition Number: 80142

Position Title:

External Description:

Role Summary

As a Senior Investment Counselor, II you are responsible for sales, revenue generation and client relationship management for larger and more complex accounts. This includes creating, monitoring, and revising lead generation plans for the development of new revenue pipelines. The role will also have the critical duty of identifying account growth opportunities based on client goals that may cross multiple business unit services and/or offerings.  Your success is measured by the quality of your client relationships and your overall sales results.

Join our team and you will receive dedicated paid time and resources to support you through a successful career. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!

Responsibilities

• Provide comprehensive one‑on‑one consultations to high‑net‑worth retirement plan participants, serving as a trusted consultant and tailoring guidance to their goals, sensitivities, and financial circumstances.
• Develop a deep understanding of each participant’s financial situation and deliver in‑depth education on retirement income strategies, asset allocation, tax considerations, estate planning concepts, and the transition into retirement.
• Navigate advanced retirement and investment considerations for participants with complex balance levels (typically $350k+), helping them make informed, confident decisions.
• Drive asset retention and acquisition by supporting stay‑in‑plan outcomes, rollover retention, and account consolidation through ongoing, personalized conversations.
• Collaborate closely with the Individual Investors organization to ensure seamless handoffs for participants whose needs extend beyond Workplace Investors, including broader planning and advisory support.
• Identify eligible participants for the firm’s managed Retirement Advisory Service (RAS) and facilitate advisor referrals through established workflows and eligibility cues.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience
• 5+ years of total relevant work experience
• Series 7 and 66
• CRPC *Must be obtained within designated window per Global Distribution licensing policy if not already obtained

Preferred:

• CRPC
• 10+ years of total relevant work experience

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: Senior Retirement Counselor

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.