Wealth Services Consultant - Hybrid & Growth Focus

T. Rowe Price Hong Kong; Colorado Springs (CO); Híbrido; USD 80.000 - 117.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work schedule

Annual bonus eligibility

Competitive compensation

Health and wellness benefits

Paid time off

Family care resources

Descripción de la vacante

T. Rowe Price is recruiting a Wealth Services Financial Consultant to deepen client relationships and identify opportunities to deliver greater value.

The role blends consultative engagement, business development, and relationship management to address client needs, connect them with solutions, and provide a high-quality wealth management experience. The position requires a Bachelor's degree or equivalent, 2+ years in financial services, and FINRA licenses (7 and 66), with CRPC preferred or

Formación

• Bachelor's degree or equivalent combination of education and relevant experience.
• 2+ years of relevant experience in financial services, relationship management, sales, business development, client service, or a related function.
• FINRA Series 7 license.
• FINRA Series 66 license.
• Chartered Retirement Planning Counselor (CRPC), or ability to obtain the designation within the designated timeframe in accordance with applicable licensing requirements.

Responsabilidades

• Identify and create opportunities that deepen the client's relationship with T. Rowe Price.
• Uncover outside assets and consolidation opportunities by asking thoughtful questions and understanding the client's overall financial picture.
• Support financial planning and advisory conversion by articulating the value of T. Rowe Price's advice capabilities and ensuring effective client handoffs.
• Assist clients with the consolidation of assets through rollovers, transfers, and other appropriate solutions.
• Deliver against defined sales and business development goals aligned with Wealth Services and organizational priorities.
• Build and deepen client relationships through proactive outreach and meaningful financial conversations.
• Conduct scheduled client meetings and proactive outreach designed to strengthen relationships and identify opportunities to add value.
• Document client needs, opportunities, interactions, and next steps accurately within Salesforce.
• Maintain disciplined follow-up on sales opportunities, advice referrals, and other identified client needs.

Conocimientos

Series 7 license

Series 66 license

CRPC credential

Sales experience

Relationship management

Educación

Bachelor's degree or equivalent

Descripción del empleo

T. Rowe Price is recruiting a Wealth Services Financial Consultant to deepen client relationships and identify opportunities to deliver greater value.

The role blends consultative engagement, business development, and relationship management to address client needs, connect them with solutions, and provide a high-quality wealth management experience. The position requires a Bachelor's degree or equivalent, 2+ years in financial services, and FINRA licenses (7 and 66), with CRPC preferred or