Remote Regional Investment Consultant

T. Rowe Price; St. Louis (MO); Remote; USD 144,000 - 261,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Hybrid/remote work options

Health and wellness benefits

Paid time off

Job summary

T. Rowe Price is seeking a Regional Investment Consultant to drive sales growth and expand advisor relationships within a designated territory.

You will serve as a trusted advisor to financial advisors and broker-dealer firms, delivering investment solutions and market insights to help clients meet goals. The role requires strong relationship skills, FINRA licenses, and a track record of meeting sales targets.

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 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, regulatory changes to identify opportunities and guidance.
• Share best practices and contribute to development of sales strategies, tools, and client engagement approaches.
• Ensure compliance with regulatory, risk management, and firm policies.

Skills

10+ years experience

FINRA Series 7 & 66

Consultative selling

Presentation skills

Negotiation skills

Advisor relationships

Education

MBA

CFA

CFP

CIMA

Job description

T. Rowe Price is seeking a Regional Investment Consultant to drive sales growth and expand advisor relationships within a designated territory.

You will serve as a trusted advisor to financial advisors and broker-dealer firms, delivering investment solutions and market insights to help clients meet goals. The role requires strong relationship skills, FINRA licenses, and a track record of meeting sales targets.