Senior Financial Advisor, Advisory Services

T. Rowe Price; Atlanta (GA); Hybrid; USD 82,000 - 139,000; Full time

Benefits offered by this job

Health care benefits

Tuition assistance

Wellness programs

Stock purchase plan

Flexible and remote work

Job summary

T. Rowe Price is seeking a Senior Financial Advisor to develop relationships with high-net-worth clients and prospects, offering detailed guidance to reach their financial goals.

You will analyze client financials using a consultative approach to recommend investment strategies aligned with retirement and income needs. You will serve as the primary contact to attract and retain high-value clients through ongoing advisory relationship management, with a focus on delivering a premium planning

Qualifications

• Bachelor's degree or equivalent and 5+ years of relevant work experience.
• CFP designation is required for the role.
• Strong written and verbal communication skills are essential.
• FINRA Series 7 and 66, or 63/65 licenses required on hire.

Responsibilities

• Assess client needs and build/manage client relationships.
• Demonstrate holistic, goal-based financial planning for education, retirement, and other goals.
• Present financial plans to pre-retirees and retirees with key recommendations.
• Interact with clients via phone or video to update profiles and needs.
• Document conversations and enrollment activities in Salesforce CRM.

Skills

Relationship management

Communication skills

Organizational skills

Education

Bachelor's degree or equivalent + 5+ years experience

CFP designation

Job description

Full job description There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

About this Position

As a T. Rowe Price Senior Financial Advisor, you will develop relationships with our high-net-worth clients and prospective clients, providing detailed guidance and advice to help them achieve their financial goals. You will perform a thorough analysis of each client’s financial situation using a consultative approach specifically aimed at discovering the drivers behind the client’s decision-making process. This prepares you to recommend a strategy for investment allocation aligned to the client and their goals, including retirement savings and income needs. Serving as the primary point of contact for clients, you play an integral role in attracting and retaining high-value clients to T. Rowe Price through the ongoing management of their relationships with us.

Responsibilities

• Assess client needs, identify/recommend solutions, and build/manage client relationships
• Demonstrate holistic knowledge of goal-based financial planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long-term savings goal planning
• Present financial plans to pre-retirees and retirees with a focus on key recommendations
• Interact professionally with clients by phone and/or video to update the client’s profile and financial situation/needs
• Complete appointment dictations (using Salesforce CRM) to document conversations, follow up appropriately with clients in the process of enrolling accounts, and effectively follow up on opportunities
• Diligently manage time and pipeline priorities based on customer’s needs and likelihood of expanding relationship with T. Rowe Price
• Maintain up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education
• Take responsibility for client satisfaction regarding a wide variety of solutions managed by advisory services for assigned clients
• Understand the basics of how to determine a client’s appetite for risk and how that aligns with different advice solutions
• Cultivate and maintain internal relationships with referral partners
• Proactively partner with the financial planning team to deliver a high-quality planning experience
• Develop and execute an ongoing practice management strategy for the assigned book of business
• Periodically contribute to various program initiatives in addition to your regular client-facing responsibilities

Required Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
• Previous success in building relationships, uncovering needs, and recommending solutions
• Demonstrated organizational skills
• Strong written and verbal communication skills
• CFP® designation – Required for role

FINRA Requirements

This role requires the FINRA Series 7 and 66, or 63/65, licenses upon hire.

Preferred Qualifications

• 5-8+ years of experience in financial services offering investment management
• Exceptional listening and presentation skills
• Desire to quickly learn and implement new financial tools, technologies, and conversation expectations
• In-depth understanding of retail investment vehicles
• Prior experience building and/or managing a retail client book of business
• Experience working with high-net-worth clients in a relationship management and/or financial advisory capacity

Work Flexibility

This role is eligible for remote work up to two days a week.

Regional Requirements

Base salary range: $82,000 - $139,000 USD for Colorado. Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Benefits

• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
• Flexible and remote work opportunities
• Health care benefits (medical, dental, vision)
• Tuition assistance
• Wellness programs (fitness reimbursement, Employee Assistance Program)

Commitment to Diversity, Equity, and Inclusion

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and build allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

This job posting is expected to be available until 7/31/2024.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.