Hybrid Wealth Services Advisor | Grow Client Relationships

T. Rowe Price; Owings Mills (MD); Hybrid; USD 80,000 - 117,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

Paid time off

Family care resources

Job summary

The Wealth Services Financial Consultant at T. Rowe Price is responsible for building and deepening client relationships while identifying opportunities to deliver greater value and grow the client’s relationship with T.

Rowe Price. The role blends consultative client engagement, business development, and relationship management to understand client needs, connect them with solutions and resources, and deliver a high-quality wealth management experience.

Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience.
• 2+ years of relevant experience in financial services, relationship management, sales, or a related function.
• FINRA Series 7 license is required.
• FINRA Series 66 license is required.
• CRPC® designation or ability to obtain within the designated timeframe.

Responsibilities

• Identify opportunities to deepen client relationships and drive business growth.
• Engage with clients through consultative conversations, addressing needs and offering solutions.
• Manage time, Salesforce activity, and the sales pipeline to prioritize daily tasks.
• Deliver a high-quality wealth services experience with compliance and accurate documentation.

Education

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

FINRA Series 7 license

FINRA Series 66 license

CRPC®, or ability to obtain the designation

Job description

The Wealth Services Financial Consultant at T. Rowe Price is responsible for building and deepening client relationships while identifying opportunities to deliver greater value and grow the client’s relationship with T.

Rowe Price. The role blends consultative client engagement, business development, and relationship management to understand client needs, connect them with solutions and resources, and deliver a high-quality wealth management experience.