Senior Financial Advisor - Remote Growth with HNW Clients

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

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