Wealth Services Consultant - Hybrid Work & Growth

T. Rowe Price; Owings Mills (MD); Hybrid; USD 80,000 - 117,000; Full time

Benefits offered by this job

Hybrid work schedule

Annual bonus eligibility

Generous retirement plan

Health and wellness benefits

Job summary

T. Rowe Price in Owings Mills, MD, seeks a Wealth Services Financial Consultant to deepen client relationships and deliver comprehensive wealth management solutions.

The role combines consultative engagement with business development to understand client needs and connect them with the right resources. The position emphasizes collaboration, Salesforce activity, and meeting sales targets while upholding compliance.

Qualifications

• 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.
• CRPC designation or ability to obtain the designation within the designated timeframe in accordance with applicable licensing requirements.

Responsibilities

• 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 developing an understanding of the client's overall financial picture.
• Support financial planning and advisory conversion by clearly 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.
• Quickly understand a client's immediate needs while broadening the conversation to uncover additional financial goals, priorities, and opportunities.
• Apply a consultative sales approach and T. Rowe Price's client interaction model to identify opportunities related to investments, retirement, financial planning, and asset consolidation.
• Conduct scheduled client meetings and proactive outreach designed to strengthen relationships and identify opportunities to add value.

Skills

Relationship management

Sales initiative

Client engagement

Financial advisory

Education

Bachelor's degree

CRPC designation or ability to obtain

Tools

Salesforce

Job description

T. Rowe Price in Owings Mills, MD, seeks a Wealth Services Financial Consultant to deepen client relationships and deliver comprehensive wealth management solutions.

The role combines consultative engagement with business development to understand client needs and connect them with the right resources. The position emphasizes collaboration, Salesforce activity, and meeting sales targets while upholding compliance.