Associate Sales Consultant (Personal Investors)

troweprice; Owings Mills (MD); Hybrid; USD 67,000 - 93,000; Full time

Job summary

T. Rowe Price seeks a Sales Associate for Personal Investors to educate and guide Core Personal Investors. The goal is to drive net new flows and retain assets within Individual Investors, leveraging a collaborative team environment.

Successful candidates work toward licensing (Series 7 and 66) with dedicated time and resources, and join a firm that values client education, planning, and long-term relationship building.

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 0+ years of total relevant work experience.
• Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy.
• Sales experience is preferred.
• Financial industry experience is preferred.
• Fully licensed candidate (currently holds 7 and 66) is preferred.

Responsibilities

• Serve as the initial point of contact for prospects and existing clients seeking education and/or advice relative to their financial needs.
• Deliver on defined sales targets, quality of conversations, and other role-based responsibilities.
• Develop and maintain proficient knowledge of T. Rowe Price products and services.
• Drive client satisfaction and support asset retention with Core Personal Investors relationships.
• Leverage financial acumen to manage multiple clients in different stages of the buying process.
• Use a consultative sales approach to uncover opportunities and win business by branding TRP solutions.
• Nurture client relationships and brand loyalty to move opportunities forward.
• Liaise with internal partners to ensure clients receive appropriate solutions.

Skills

Sales experience

Financial industry experience

Licensing process

Education

Bachelor's degree or equivalent

Job description

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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

Join us for the opportunity to g row and make a difference in ways that matter to you .

Role Summary

As a Sales Associate Personal Investors, you will provide education and/or guidance to T. Rowe Price's Core Personal Investors. The primary of objective is to drive net new flows and retain assets within the Individual Investors organization. Our consistently successful Sales Associates are focused on helping clients achieve their short- and long-term investment and financial planning goals along with ownership of their individual success in a collaborative, supportive team-oriented environment.

Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process.

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

• Serve as the initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
• Deliver on defined sales targets, quality of conversations, and other role-based responsibilities.
• Develop and maintain proficient knowledge of T. Rowe Price products and services.
• Drive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needs.
• Leverage financial acumen to manage multiple clients in different stages of the buying process.
• Use a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding TRP solutions (outside assets, external referrals, etc.)
• Nurture client relationship and brand loyalty with effective and consistent process to move opportunities forward.
• Capitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firm.
• Liaise with internal partners to ensure clients receive appropriate solutions.

Qualifications

• Required:
• Bachelor's degree or the equivalent combination of education and relevant experience
• 0+ years of total relevant work experience
• Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy
• Preferred:
• Sales experience
• Financial industry experience
• Fully licensed candidate (currently holds 7 and 66)

FINRA Requirements

FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support the licensing process.

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.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

• $67,000 - $93,000 for the location of: Maryland, Colorado, Washington and remote workers
• $67,000 - $93,000 for the location of: Washington, D.C.
• $67,000 - $93,000 for the location of: NewYork, California

This job is eligible for overtime pay.

Placement within the range provided above is based on th