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

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 clients 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

Qualifications

Required:

Bachelors 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

Preferred:

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
CFP® designation – Required for role

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 - $143,000 for the location of: Maryland, Colorado, Washington and remote workers
$98,500 - $143,000 for the location of: Washington, D.C.
$98,500 - $143,000 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:

10/1/2025

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.