Regional Investment Consultant — Remote (Baltimore Area)

T. Rowe Price

Colorado

Remote

USD 144,000 - 261,000

Full time

7 days ago
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Benefits offered by this job

Competitive compensation
Annual bonus eligibility
Generous retirement plan
Hybrid work schedule
Health and wellness benefits including
Paid time off for vacation, illness, 3
Family care resources including Fert/2

Job summary

T. Rowe Price is hiring a Regional Investment Consultant to drive sales growth, deepen advisor relationships, and expand market share across a designated territory.

Based in the region, you will serve as a trusted advisor delivering investment solutions to financial advisors and broker-dealers. The role requires FINRA licenses and a proven sales track record, with flexibility for remote work in a full-time capacity.

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
Negotiation
Relationship building
Sales strategy

Tools

FINRA Series 7
FINRA Series 66

Job description

T. Rowe Price is hiring a Regional Investment Consultant to drive sales growth, deepen advisor relationships, and expand market share across a designated territory.

Based in the region, you will serve as a trusted advisor delivering investment solutions to financial advisors and broker-dealers. The role requires FINRA licenses and a proven sales track record, with flexibility for remote work in a full-time capacity.

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