Financial Consultant

3 days ago

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

T. Rowe Price is a top global financial firm with 80+ years of success in the industry. Our primary goal is to provide world-class service to our clients, and we're looking for a talented individual to join our team as a Financial Consultant.

As a Financial Consultant, you will develop and deliver T. Rowe Price-backed retirement strategies and insights that enhance the financial well-being of our participants. You will work within our sales team, responsible for growth outcomes focused on retention, acquisition of new assets, and asset consolidation through ongoing consultative conversations.

Responsibilities
  1. Provide comprehensive consultations to participants over the phone as part of dedicated sales team model for high-value retirement plan participants.
  2. Demonstrate a consultative approach in positioning products and services to participants pertaining to retirement planning during life-changing events such as separation of service from an employer, retirement, and investment planning.
  3. Obtain knowledge of the participant's financial portfolio objectives, asset composition, and past historical information and help them navigate to appropriate next steps.
  4. Retain assets through education and guidance of available plan-specific and general distribution options.
  5. Acquire new assets for the firm through ongoing consultation follow-up conversations.
  6. Initiate proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions.
  7. Diligently manage a pipeline of opportunities to nurture client/participant relationships.
  8. Serve as a single point of contact and assist clients through transitions.
  9. Use a consistent follow-up process to move sales opportunities forward.
  10. Organize calendar and leads box effectively and efficiently to execute on results.
  11. Deliver on defined retention and sales targets and other role-based responsibilities.
  12. Develop and maintain proficient knowledge of T. Rowe Price funds, products, and services.
  13. Thrive in a fast-paced work environment that can be dynamic and require flexibility.
  14. Handle client inquiries and resolve problems within scope of knowledge to ensure all transactions and administrative processes are accomplished efficiently.
  15. Partner with back-office and shared services teams to research and resolve client inquiries.
  16. Participate in training sessions, staff meetings, and share knowledge with teammates.
Qualifications

Required:

  • 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.

Preferred:

  • 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) (obtained within 180 days of hire).
  • Certified Financial Planner designation (CFP).
FINRA Requirements

FINRA licenses are required and will be supported for this role. This role requires the FINRA Series 7 and Series 66 licenses.

Work Flexibility

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

Base salary ranges:

$78,000 - $111,500 for the location of: California, New York
$78,000 - $111,500 for the location of: Washington, D.C
$78,000 - $111,500 for the location of: Colorado, Maryland, Washington, and all other US locations

Placement 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:

12/1/2024

Commitment to Diversity, Equity, and Inclusion:

We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.

Benefits:

Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributionsFlexible work opportunitiesHealth care benefits (medical, dental, vision)Tuition assistanceWellness programs (fitness reimbursement, Employee Assistance Program)

Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.

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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