Personal Investors Sales Associate — Hybrid, Licensing Support

T. Rowe Price; Owings Mills (MD); Hybride; USD 67 000 - 93 000; Plein temps

Avantages offerts par ce poste

Hybrid work schedule

Annual bonus eligibility

Competitive compensation

Health and wellness benefits

Paid time off

Résumé du poste

T. Rowe Price, a premier global asset management firm, seeks a Sales Associate for Personal Investors in a hybrid role.

You will educate and guide Core Personal Investors, aiming to grow net new flows and retain assets as part of a collaborative team. Successful candidates will work through licensing (Series 7 and 66) with supported training, and contribute to investment planning goals while delivering high-quality client service.

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 0+ years of total relevant work experience
• Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy

Responsabilités

• Serve as the initial point of contact for prospects and existing clients seeking education/advice on financial needs.
• Deliver on defined sales targets and role-based responsibilities.
• Develop and maintain proficient knowledge of T. Rowe Price products and services.
• Drive client satisfaction and support asset retention with Core Personal Investors relationships.

Connaissances

Sales experience

Financial industry experience

Fully licensed candidate

Formation

Bachelor's degree or equivalent

Description du poste

T. Rowe Price, a premier global asset management firm, seeks a Sales Associate for Personal Investors in a hybrid role.

You will educate and guide Core Personal Investors, aiming to grow net new flows and retain assets as part of a collaborative team. Successful candidates will work through licensing (Series 7 and 66) with supported training, and contribute to investment planning goals while delivering high-quality client service.