Regional Investment Consultant for Financial Advisors

T. Rowe Price; Missouri; Remote; USD 144,000 - 261,000; Full time

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 the United States seeks a Regional Investment Consultant to drive sales growth, expand advisor relationships, and increase market share within a designated territory.

You will deliver investment solutions to financial advisors and broker-dealer firms, based on an established regional network. This role requires 10+ years of experience, active FINRA Series 7 and Series 66, and strong consultative selling, presentation, and negotiation skills.

Qualifications

• Ten plus years of relevant work experience.
• Active FINRA Series 7 and Series 66 licenses.
• Strong consultative selling, presentation, and negotiation skills.
• Established relationships with wirehouse, independent and regional broker-dealer advisors.
• Proven track record of growing advisor relationships and achieving or exceeding sales goals.

Responsibilities

• Develop and execute a territory business plan to drive sales, asset growth, and market share.
• Build and strengthen relationships with financial advisors, broker-dealers, and key decision-makers.
• Identify, prospect, and convert new business opportunities while expanding existing client relationships.
• Serve as a trusted advisor by delivering investment insights, business solutions, and market expertise.
• Partner across investment, product, marketing, and relationship management teams to deliver customized client solutions.
• Lead client presentations, business reviews, and sales discussions with advisors and firm leaders.
• Monitor industry trends, competitive developments, and regulatory changes to identify opportunities and provide strategic guidance.
• Share best practices and contribute to the ongoing development of sales strategies, tools, and client engagement approaches.
• Ensure compliance with all regulatory, risk management, and firm policies.

Skills

Consultative selling

Presentation skills

Negotiation skills

Broker-dealer relationships

Sales achievement

Job description

T. Rowe Price in the United States seeks a Regional Investment Consultant to drive sales growth, expand advisor relationships, and increase market share within a designated territory.

You will deliver investment solutions to financial advisors and broker-dealer firms, based on an established regional network. This role requires 10+ years of experience, active FINRA Series 7 and Series 66, and strong consultative selling, presentation, and negotiation skills.