Finance Analyst with fiscal and accounting focus at Twygo, a unique LMS platform. Responsible for operational financial activities and providing insights to management.
About the role
- Senior Financial Advisor at T. Rowe Price providing expert investment and financial advice to achieve client goals. Building relationships and implementing solutions for pre-retirees and retirees.
Responsibilities
- Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions.
- Prepares financial plans for pre-retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more.
- Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects.
- Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education.
- Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change.
- May assist with development and implementation within the department.
- Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.
- Works directly with less experienced peers to determine the best approach in rectifying a client's dissatisfaction.
- Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant.
- May resolve standard risk or compliance issues with the assistance of more senior staff.
- In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance.
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 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 upon hire
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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