Hybrid Financial Advisor - Client-Centric Wealth Builder

T. Rowe Price; Owings Mills (MD); Hybrid; USD 82,000 - 117,000; Full time

Benefits offered by this job

Hybrid work schedule

Annual bonus eligibility

Competitive compensation

Retirement plan

Health and wellness benefits

Job summary

T. Rowe Price is seeking Individual Investor Holistic Advisors to join a collaborative Advisory Services team focused on helping investors achieve their long-term goals. You will build deep client relationships, deliver holistic financial advice, and leverage our research and tools to customize plans.

The role offers a hybrid in-office/remote schedule, training, and opportunities to advance within retail. Candidates should have a bachelor's degree, 2+ years of experience, and FINRA licenses; CFP

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• FINRA Series 7 and 66, or 63/65 licenses required.

Responsibilities

• Build and maintain deep client relationships and understand client goals.
• Develop financial plans covering retirement, tax, and estate considerations.
• Position discretionary management when appropriate and guide clients to solutions.
• Collaborate with internal teams to deliver holistic investment advice.

Skills

Relationship building

Prospecting

Communication skills

Consultative selling

Financial planning knowledge

Education

Bachelor's degree or equivalent

FINRA Series 7 and 66 or 63/65 licenses

Job description

T. Rowe Price is seeking Individual Investor Holistic Advisors to join a collaborative Advisory Services team focused on helping investors achieve their long-term goals. You will build deep client relationships, deliver holistic financial advice, and leverage our research and tools to customize plans.

The role offers a hybrid in-office/remote schedule, training, and opportunities to advance within retail. Candidates should have a bachelor's degree, 2+ years of experience, and FINRA licenses; CFP