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Retirement Planning Advisor

2 months ago

Colorado Springs, Colorado, United States T Rowe Price Group, Inc Full time
POSITION SUMMARY

At T. Rowe Price, we are dedicated to fostering an environment where you can thrive, contribute, and make a meaningful impact. As a leading asset management firm, we pride ourselves on delivering exceptional investment management and retirement solutions that our clients can trust now and in the future.

ROLE OVERVIEW

In the role of a licensed financial consultant, you will play a crucial part in providing T. Rowe Price-supported retirement strategies and insights that significantly enhance the financial well-being of our clients. You will be an integral member of a sales team focused on high-value sales and asset retention, contributing to our overall growth objectives.

Your responsibilities will include:
  • Conducting thorough consultations with clients via phone, as part of a dedicated sales team model for high-value retirement plan participants.
  • Employing a consultative approach to effectively position products and services related to retirement planning during significant life events.
  • Gaining a comprehensive understanding of clients' financial portfolios, objectives, and historical data to guide them towards appropriate next steps.
  • Retaining assets through educational support and guidance on available plan-specific and general distribution options.
  • Acquiring new assets through ongoing follow-up consultations.
  • Proactively managing client communications to coordinate next steps and implement decisions.
  • Maintaining a robust pipeline of opportunities to nurture client relationships and serve as a consistent point of contact.
  • Achieving defined retention and sales targets while fulfilling other role-specific responsibilities.
  • Developing and sustaining in-depth knowledge of T. Rowe Price funds, products, and services.
  • Thriving in a dynamic, fast-paced work environment that requires adaptability.
  • Addressing client inquiries and resolving issues efficiently, collaborating with back-office teams as necessary.
  • Participating in training sessions and sharing knowledge with colleagues.
QUALIFICATIONS

REQUIRED
  • Bachelor's degree or equivalent combination of education and relevant experience.
  • A minimum of 2 years of relevant experience in inbound and/or phone-based sales.
  • Possession of FINRA Series 7 and 66 licenses.
PREFERRED
  • 3+ years of related experience in inbound and/or phone-based sales.
  • Familiarity with Microsoft Suite, Salesforce, and/or Synergy.
  • Strong understanding of Retirement Investment Products and qualified retirement plans.
  • Chartered Retirement Planning Counselor (CRPC) certification (to be obtained within 180 days of hire).
  • Certified Financial Planner (CFP) designation.
WORK FLEXIBILITY

This position offers the possibility of remote work up to two days a week following successful completion of the training program.

COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION

We are committed to fostering an inclusive environment that values diversity of thought, gender, and race. Our focus on equity and opportunity for all associates strengthens our firm and enhances the value we provide to our clients.

BENEFITS
We invest in our associates through a comprehensive range of programs and benefits, including:
  • Competitive compensation and bonuses, along with a generous retirement plan and employee stock purchase plan with matching contributions.
  • Flexible and remote work options.
  • Comprehensive health care benefits (medical, dental, vision).
  • Tuition assistance programs.
  • Wellness initiatives (fitness reimbursement, Employee Assistance Program).