Counselor assisting individuals on their recovery journey with BrightView Health. Focusing on addiction therapy and providing support in treatment environments.
About the role
- Senior Investment Counselor managing larger and complex accounts for T. Rowe Price. Driving client relations and revenue generation in investment management.
Responsibilities
- Provide comprehensive one‑on‑one consultations to high‑net‑worth retirement plan participants, serving as a trusted consultant and tailoring guidance to their goals, sensitivities, and financial circumstances.
- Develop a deep understanding of each participant’s financial situation and deliver in‑depth education on retirement income strategies, asset allocation, tax considerations, estate planning concepts, and the transition into retirement.
- Navigate advanced retirement and investment considerations for participants with complex balance levels (typically $350k+), helping them make informed, confident decisions.
- Drive asset retention and acquisition by supporting stay‑in‑plan outcomes, rollover retention, and account consolidation through ongoing, personalized conversations.
- Collaborate closely with the Individual Investors organization to ensure seamless handoffs for participants whose needs extend beyond Workplace Investors, including broader planning and advisory support.
- Identify eligible participants for the firm’s managed Retirement Advisory Service (RAS) and facilitate advisor referrals through established workflows and eligibility cues.
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience
- Series 7 and 66 CRPC *Must be obtained within designated window per Global Distribution licensing policy if not already obtained
- 10+ years of total relevant work experience preferred
- FINRA licenses are required and will be supported for this role
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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