Hybrid Financial Consultant – Personal Investors

Posted 3 hours ago

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About the role

  • 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

Job title

Financial Consultant – Personal Investors

Job type

Experience level

JuniorMid level

Salary

$80,000 - $114,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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