Senior Manager FP&A managing financial planning and analysis functions. Overseeing budgets, forecasts, and performance indicators to drive strategic decision making.
About the role
- Financial Consultant advising individual investors on financial planning and investment strategies at T. Rowe Price. Assist clients in achieving their financial goals through education and tailored advice.
Responsibilities
- Serve as initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
- Assist with consolidation of assets via rollover, transfers, or direct from bank
- Demonstrate a consultative sales approach utilizing our proprietary interaction model
- Deliver on defined sales targets, quality of conversations, and other role-based responsibilities
- Manage your time, CRM (Salesforce), and sales pipeline to prioritize your day
- Utilize T. Rowe Price products and services to position needs-based solutions
- Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients
- Partner with our Advice and High Net Worth teams to ensure clients receive appropriate products and services, if necessary
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 2+ years of total relevant work experience
- FINRA Series 7 and 66 licenses
- Chartered Retirement Planning Counselor (CRPC®) *Must be obtained within designated window per Global Distribution licensing policy.
- 3+ years of sales experience working with individual investors
- Client first mentality and passion for helping our clients plan for and achieve their financial goals
- In-depth industry knowledge and strong pulse on current market events
- Strong listening and verbal skills
Benefits
- 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
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