Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

T. Rowe Price; Owings Mills (MD); Hybrid; USD 99,000 - 146,000; Full time

Benefits offered by this job

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

Job summary

T. Rowe Price is seeking Senior Individual Investor Holistic Advisors to join our Advisory Services team, helping investors pursue their long-term goals with our research-driven approach and distinctive advice capabilities.

As a senior advisor, you will build deep client relationships, tailor financial plans for pre-retirees and retirees, stay current on market events, and collaborate to enhance advisory programs while ensuring compliant solutions and top-notch client satisfaction.

Qualifications

• 5+ years of total relevant work experience.
• Strong relationship-building and needs-based solution selling.
• Excellent written and verbal communication skills.
• FINRA Series 7 and 66, or 63/65 licenses upon hire; CFP designation.
• Strong organizational skills.

Responsibilities

• Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions.
• Prepares and/or aids in financial plans for pre-retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more.
• Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects.
• Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.
• Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change.
• May assist with development and implementation within the department.
• Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.
• Works directly with less experienced peers to determine the best approach in rectifying a client's dissatisfaction.
• Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant.
• May resolve standard risk or compliance issues with the assistance of more senior staff.
• In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance.

Skills

Relationship building

Client needs analysis

Communication skills

Financial advisory

Regulatory compliance

Strategic planning

Education

Bachelor's degree or equivalent

Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

T. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful and lasting impact. As demand for financial advice continues to accelerate, we are deliberately growing our Advisory Services organization to better support investors and their long-term goals.

As part of this growth, we are actively seeking talented Senior Individual Investor Holistic Advisors to join a collaborative, forward-thinking organization focused on helping investors achieve their goals and retire with confidence. As a senior advisor at T. Rowe Price, you’ll build deep, lasting client relationships while leveraging our proven approach, proprietary research, innovative advice capabilities, and strong brand—key drivers of our continued momentum.

Expanding our Advisory business is a strategic priority within our retail division, creating meaningful opportunities for advisors at multiple career stages to grow, develop, and maximize their impact while shaping the future of financial advice at scale.

Responsibilities

• Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions.
• Prepares and/or aids in financial plans for pre-retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more.
• Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects.
• Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.
• Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change.
• May assist with development and implementation within the department.
• Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.
• Works directly with less experienced peers to determine the best approach in rectifying a client's dissatisfaction.
• Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant.
• May resolve standard risk or compliance issues with the assistance of more senior staff.
• In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance.

Qualifications

Required

• 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
• FINRA Series 7 and 66, or 63/65, licenses upon hire
• CFP® designation

Preferred

• 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 relationship management and/or financial advisory capacity

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$98,500 - $146,000 for the location of: Maryland, Colorado, Washington and remote workers

$98,500 - $146,000 for the location of: Washington, D.C.

$98,500 - $146,000 for the location of: New York, California

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.

This Job Posting Is Expected To Be Available Until

11/4/2026

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured Employee Benefits To Enrich Your Life

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits

Learn More About Our Benefits.

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.