Hybrid Financial Consultant – Client Growth & Impact

Manoh; Owings Mills (MD); Híbrido; USD 80.000 - 117.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

Paid time off

Descripción de la vacante

T. Rowe Price is seeking a Financial Consultant in Personal Investors to advise individual investors on financial planning and investment strategies. You will leverage licenses and proprietary tools to tailor plans, educate clients, and drive growth through strategic conversations.

The role supports ongoing licensing, targets setting, and a hybrid work arrangement, with emphasis on client outcomes and compliant practices.

Formación

• Bachelor's degree or the equivalent combination of education and relevant experience is required.
• CRPC certification must be obtained within designated window per policy.
• FINRA Series 7 and 66 licenses are required.

Responsabilidades

• Serve as initial point of contact for prospects and existing clients seeking education and/or advice on investment, retirement, and education planning.
• Assist with rollover, transfers, or direct asset consolidation.
• Demonstrate a consultative sales approach using our interaction model.

Educación

Bachelor's degree or the equivalent combination of education and relevant experience

CRPC certification

Herramientas

FINRA Series 7 and 66 licenses

Descripción del empleo

T. Rowe Price is seeking a Financial Consultant in Personal Investors to advise individual investors on financial planning and investment strategies. You will leverage licenses and proprietary tools to tailor plans, educate clients, and drive growth through strategic conversations.

The role supports ongoing licensing, targets setting, and a hybrid work arrangement, with emphasis on client outcomes and compliant practices.