Retirement Planning Advisor

2 weeks ago

Colorado Springs, Colorado, United States T Rowe Price Group, Inc Full time
Position Overview

At T. Rowe Price Group, Inc., we are dedicated to fostering an environment where you can thrive, contribute, and make a significant impact. As a leading asset management firm, we focus on delivering exceptional investment management and retirement solutions that our clients can trust now and in the future. Your role is crucial in this mission.

About the Role

As a licensed financial consultant, you will craft and present T. Rowe Price-backed retirement strategies and insights that enhance the financial well-being of our clients. You will be an integral part of a sales team committed to high-value sales and asset retention, contributing to our overall growth.

Key Responsibilities
  • Conduct comprehensive consultations with clients via phone, focusing on high-value retirement plan participants.
  • Utilize a consultative approach to present products and services related to retirement planning during significant life events.
  • Assess clients' financial portfolios, objectives, and historical data to guide them towards appropriate next steps.
  • Educate clients on available plan-specific and general distribution options to retain assets.
  • Engage in ongoing consultations to acquire new assets for the firm.
  • Proactively follow up with clients to coordinate next steps and implement their decisions.
  • Manage a pipeline of opportunities to nurture client relationships effectively.
  • Achieve defined retention and sales targets while fulfilling other role-specific responsibilities.
  • Maintain a thorough understanding of T. Rowe Price funds, products, and services.
  • Adapt to a fast-paced work environment that requires flexibility.
  • Address client inquiries and resolve issues efficiently, collaborating with back-office teams as needed.
  • Participate in training sessions and team meetings, sharing knowledge with colleagues.
Qualifications

Required
  • Bachelor's degree or equivalent combination of education and relevant experience.
  • 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) designation (to be obtained within 180 days of hire).
  • Certified Financial Planner (CFP) designation.
Work Flexibility

This position offers the potential for remote work up to two days a week following successful training completion.

Commitment to Diversity, Equity, and Inclusion

We value diversity and strive for equity and opportunity for all associates. By embracing diverse perspectives, we strengthen our firm and enhance the value we provide to our clients. Our commitment to inclusivity fosters a sense of belonging, which is essential for your success and the success of our organization.

Benefits

We invest in our associates through a comprehensive range of programs and benefits, including:
  • Competitive compensation and bonuses, along with a robust 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).
Our policies evolve with the changing work landscape, but our commitment to supporting our associates' well-being remains steadfast.

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