Internal Wholesaler: Advisor Relationships & Growth

T. Rowe Price

Baltimore (MD)

Hybrid

USD 86,000 - 146,000

Full time

4 days ago
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Benefits offered by this job

Competitive compensation
Annual bonus eligibility
Hybrid work schedule
Health and wellness benefits
Paid time off
Fertility and adoption benefits

Job summary

T. Rowe Price in Baltimore, MD is seeking an Internal Wholesaler/Intermediary Sales Consultant to support financial advisors and collaborate with external sales teams. The role focuses on relationship building, territory development, and delivering client-focused solutions.

Candidates should have FINRA Series 7 and 66, 3+ years of financial services sales or relationship management, and strong communication. Hybrid work is available, with opportunities for travel and CRM-driven client coverage.

Qualifications

  • Bachelor’s degree or equivalent combination of education and experience.
  • FINRA Series 7 and 66 (or ability to obtain within 3 months of hire).
  • 3+ years of relevant experience in financial services, sales, or relationship management.
  • Strong consultative, client service, and relationship-building skills.

Responsibilities

  • Build and manage relationships with financial advisors.
  • Collaborate with external sales to cover high-potential advisors based on needs.
  • Prospect and retain advisor relationships through consultative selling.
  • Document territory plans and CRM data; support territory development.
  • Assist in post-meeting follow-up and logistics with partners.

Skills

Consultative sales
Relationship management
Financial services knowledge
CRM systems (Salesforce)
Communication skills

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Job description

T. Rowe Price in Baltimore, MD is seeking an Internal Wholesaler/Intermediary Sales Consultant to support financial advisors and collaborate with external sales teams. The role focuses on relationship building, territory development, and delivering client-focused solutions.

Candidates should have FINRA Series 7 and 66, 3+ years of financial services sales or relationship management, and strong communication. Hybrid work is available, with opportunities for travel and CRM-driven client coverage.

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