Financial Services Associate: Client Solutions & Growth

troweprice; United States; On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid study time

Licensing program

Training & mentorship

Job summary

T. Rowe Price is seeking an Associate Sales Consultant to guide clients in investing and retirement planning. You will educate participants in Workplace Retirement and Personal Investors, building strong relationships and helping them make informed financial decisions.

You will receive structured training, dedicated study time, and support to obtain FINRA licenses, with placement determined by business needs and a supportive onboarding program.

Qualifications

• Strong communication, customer service, and relationship-building skills.
• Interest in financial services, sales, or client relationship management.
• Ability to obtain FINRA Series 7 and Series 66 licenses within the licensing program.

Responsibilities

• Serve as a first point of contact for clients seeking guidance on investing and retirement planning.
• Build relationships with clients by understanding goals and financial priorities.
• Use a consultative approach to identify opportunities and recommend solutions.

Skills

Communication

Customer service

Relationship-building

Sales interest

Licensing readiness

Education

Bachelor's degree candidate

Job description

T. Rowe Price is seeking an Associate Sales Consultant to guide clients in investing and retirement planning. You will educate participants in Workplace Retirement and Personal Investors, building strong relationships and helping them make informed financial decisions.

You will receive structured training, dedicated study time, and support to obtain FINRA licenses, with placement determined by business needs and a supportive onboarding program.