Senior Financial Advisor, Advisory Services

Advisory Role at T. Rowe PriceT. Rowe Price is a recognized leader in asset management and retirement solutions, where your advisory expertise can make a meaningful difference in the lives and peace of mind of millions of investors. Renowned for our investment excellence and the trusted relationships we've built with clients over the past 85+ years, we are seeking talented advisors to help build on this legacy and meet the growing demand for financial advice.We are committed to helping investors achieve their goals and retire with confidence by providing high-quality financial advice. As an advisor at T. Rowe Price, you will have the opportunity to shape the future of financial advice and build lasting relationships with clients, leveraging our innovative, proven approach, proprietary research, and strong reputationdrivers of our significant growth in recent years.Expanding our Advisory business is a strategic priority for our retail division, underscoring our commitment to broadening our reach and delivering even greater value to clients.If you're passionate about helping clients achieve their financial goals and want to join a collaborative, forward-thinking team at the forefront of industry growth, T. Rowe Price offers the ideal environment to advance your career and maximize your impact.ResponsibilitiesImplements 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 staffIn some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance.QualificationsRequired:Bachelor's degree or the equivalent combination of education and relevant experience AND5+ years of total relevant work experiencePrevious success in building relationships, uncovering needs, and recommending solutionsDemonstrated organizational skillsStrong written and verbal communication skillsFINRA Series 7 and 66, or 63/65, licenses upon hirePreferred:5-8+ years of experience in financial services offering investment managementExceptional listening and presentation skillsDesire to quickly learn and implement new financial tools, technologies, and conversation expectations In-depth understanding of retail investment vehiclesPrior experience building and/or managing a retail client book of businessExperience working with high-net-worth clients in relationship management and/or financial advisory capacityCFP designation Required for roleFINRA RequirementsFINRA licenses are required and will be supported for this role.Work FlexibilityThis role is eligible for hybrid work, with up to one day per week from home.Base Salary Ranges$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, CaliforniaPlacement 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: 03/18/2026Commitment to Diversity, Equity, and InclusionAt 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.BenefitsWe 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 compensationAnnual bonus eligibilityA generous retirement planHybrid work scheduleHealth and wellness benefits, including online therapyPaid time off for vacation, illness, medical appointments, and volunteering daysFamily care resources, including fertility and adoption benefitsT. 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.