Financial Consultant (Workplace Investors)
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Locations: Owings Mills, MD; Colorado Springs, CO
Time Type: Full time
Posted on: Posted Yesterday
Job Requisition ID: 70303
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
ABOUT THIS POSITION
At T. Rowe Price, providing world-class service to our clients is our primary goal. Grow your career with a top global financial firm with 80+ years of success in the industry. Here, every associate contributes to the lives of those we serve for the better. We do this by building relationships that broaden our client’s understanding of their own retirement planning to help them achieve their long-term financial goals. Serving our retirement plan participants is at the heart of our purpose. That starts with you. Come join our team today!
As a fully licensed financial consultant, you will develop and deliver T. Rowe Price backed retirement strategies and insights that enhance the financial well-being of our participants. A financial consultant is a valuable part of a sales team dedicated to high value sales and retention of assets that contribute to our enterprise net new flows. While working within our sales team, you will be responsible for growth outcomes focused on retention, acquisition of new assets, and asset consolidation through ongoing consultative conversations.
Our sales team has a mission of helping our participants reach their long-term financial goals through exemplary service, education, and support every day. We strive to deliver personalized consultations and solutions best suited to the retirement planning needs of T. Rowe Price clients during all phases of life to make a difference in their financial futures!
RESPONSIBILITIES
- Provide comprehensive consultations to participants over the phone as part of dedicated sales team model for high value retirement plan participants.
- 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.
- Obtain knowledge of the participant’s financial portfolio objectives, asset composition and past historical information and help them navigate to appropriate next steps.
- Retain assets through education and guidance of available plan-specific and general distribution options.
- Acquire new assets for the firm through on-going consultation follow-up conversations.
- Initiate proactive/follow-up phone calls on behalf of the participant to current or prior provider to coordinate next steps and implement client decisions.
- Diligently manage a pipeline of opportunities to nurture client/participant relationships. Serve as a single point of contact and assist clients through transitions. Use a consistent follow-up process to move sales opportunities forward. Organize calendar and leads box effectively and efficiently to execute on results.
- 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.
- Thrive in fast-paced work environment that can be dynamic and require flexibility.
- Handle client inquiries and resolve problems within scope of knowledge to ensure all transactions and administrative processes are accomplished efficiently. Partner with back-office and shared services teams to research and resolve client inquiries.
- 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).
WORK FLEXIBILITY
This role is eligible for remote work up to two days a week after the successful completion of a training program.
REGIONAL REQUIREMENTS
Base salary range: $65,000 - $111,500 USD for the location of Colorado.
*Expected starting salary range for this role is $78,000.
This job posting will be available until: 5/2/2024.
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.
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 build 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: We invest in our people through a wide range of programs and benefits, including:
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions.
- Flexible and remote work opportunities.
- Health care benefits (medical, dental, vision).
- Tuition assistance.
- Wellness 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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