Financial Consultant

1 day ago


Colorado Springs, Colorado, United States T. Rowe Price Full time
About This Role

T. Rowe Price is seeking a highly skilled Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in helping our clients achieve their long-term financial goals through personalized retirement planning and investment strategies.

Key Responsibilities
  • Provide comprehensive consultations to clients over the phone to understand their financial objectives and develop tailored retirement plans.
  • Position T. Rowe Price's products and services to clients based on their individual needs and goals.
  • Obtain knowledge of clients' financial portfolios, asset composition, and past historical information to provide informed guidance.
  • Retain assets through education and guidance on available plan-specific and general distribution options.
  • Acquire new assets for the firm through ongoing consultation follow-up conversations.
  • Initiate proactive/follow-up phone calls to coordinate next steps and implement client decisions.
  • Manage a pipeline of opportunities to nurture client relationships.
  • Serve as a single point of contact and assist clients through transitions.
  • Deliver on defined retention and sales targets and other role-based responsibilities.
  • Develop and maintain proficient knowledge of T. Rowe Price funds, products, and services.
Requirements
  • Bachelor's degree or the equivalent combination of education and relevant experience.
  • 2+ years of total relevant work experience with inbound and/or phone-based sales.
  • FINRA Series 7 and 66 licenses.
Preferred Qualifications
  • 3+ years of related experience with inbound and/or phone-based sales.
  • Systems knowledge pertaining to Microsoft Suite, Salesforce, and/or Synergy.
  • Proficient understanding of Retirement Investment Products and qualified retirement plans.
  • Chartered Retirement Planning Counselor (CRPC) or Certified Financial Planner (CFP) designation.
Work Flexibility

This role is eligible for remote work up to two days a week after the successful completion of a training program.

T. 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.



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