Financial Services Professional
3 weeks ago
As a Financial Advisor at T. Rowe Price Group, Inc., you will play a crucial role in developing relationships with high-net-worth clients and prospective clients. Your primary responsibility will be to provide detailed guidance and advice to help them achieve their financial goals.
Key Responsibilities
Assess client needs and identify solutions to meet their financial objectives
Develop and implement investment strategies aligned with client goals and risk tolerance
Build and maintain strong relationships with clients through regular communication and updates
Stay up-to-date with industry trends and developments to provide informed advice to clients
Requirements
Bachelor's degree or equivalent combination of education and experience
2+ years of relevant work experience in financial services
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
FINRA Series 7 and 66 licenses
Preferred Qualifications
CFP designation
2-5+ years of experience in financial services offering investment management
Exceptional listening and presentation skills
Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer
Competitive salary and bonus structure
Generous retirement plan and employee stock purchase plan
Flexible and remote work opportunities
Health care benefits and wellness programs
Tuition assistance and professional development opportunities
Commitment to Diversity, Equity, and Inclusion
T. Rowe Price Group, Inc. is committed to creating an inclusive and equitable work environment. We strive to attract and retain top talent from diverse backgrounds and perspectives. Our goal is to build a workplace where everyone feels valued, respected, and empowered to succeed.
Benefits
We offer a comprehensive benefits package, including:
- Competitive pay and bonuses
- Generous retirement plan and employee stock purchase plan
- Flexible and remote work opportunities
- Health care benefits and wellness programs
- Tuition assistance and professional development opportunities
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