Financial Consultant (Personal Investors and Workplace Investors)

T. Rowe Price

Colorado Springs, CO Jan 10
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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.


As a Financial Consultant in Personal Investors or Workplace Investors, you consult with individual investors to develop a plan of action for their financial needs. You will utilize your licenses, designations, and our tools to ensure our investors are successful in their short- and long-term financial needs. Success in this role means you can quickly understand a client’s immediate need(s) and broaden the conversation to determine if you can assist with other financial needs, including education, advice, and consolidation of assets. Your success is measured by the quality of your conversations and your overall sales results.

Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!


  • Serve as initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
  • Assist with consolidation of assets via rollover, transfers, or direct from bank
  • Demonstrate a consultative sales approach utilizing our proprietary interaction model
  • Deliver on defined sales targets, quality of conversations, and other role-based responsibilities
  • Manage your time, CRM (Salesforce), and sales pipeline to prioritize your day
  • Utilize T. Rowe Price products and services to position needs-based solutions
  • Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients
  • Partner with our Advice and High Net Worth teams to ensure clients receive appropriate products and services, if necessary


  • Bachelor's degree or the equivalent combination of education and relevant experience
  • 2+ years of total relevant work experience


  • This role requires the FINRA Series 7 and 66 licenses.


  • 3+ years of sales experience working with individual investors
  • Client first mentality and passion for helping our clients plan for and achieve their financial goals
  • Chartered Retirement Planning Counselor (CRPC®) (obtained within 180 days of hire)
  • In-depth industry knowledge and strong pulse on current market events
  • Strong listening and verbal skills

Colorado: Minimum salary (USD) starts at $78,000.

Salary range for this role, based on experience, is $78,000- $96,500.

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. Salary range disclosure as required by sb19-085 when hiring in Colorado and S9427A when hiring in New York.

Base salary range for the primary location of:

Colorado Springs, CO

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.  Salary range disclosure as required by sb1162 when hiring in California, sb19-085 when hiring in Colorado, and S9427A when hiring in New York. 

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: 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, colour, 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.

Retirement & Stock Options Benefits
  • 401K
  • 401k with company contribution
  • Company Equity
  • Financial Planning Services
  • Access to Coaching (Health, Professional, Life)
  • Charitable Donation Matching Programs
  • Community Service Programs
  • Fully Remote Options
  • Hybrid Work Options
  • Public Transportation Assistance
  • Relocation Assistance
  • Accessibility
  • Health & Wellness
  • Other
  • Parental Benefits
  • Perks & Discounts
  • Professional Development
  • PTO/Flexibility
  • Retirement & Stock Options Benefits
  • Accessible Building
  • Accessible Devices
  • Accessible Work Environment
  • Job Modification
  • Service Animal/Emotional Support Animal
Perks & Discounts
  • Casual Dress
  • Offsite Company Events
  • On Site Gym/Fitness
  • Snacks Provided
  • Special Discounts
Parental Benefits
  • Childcare Assistance Programs
  • Family Medical Leave
  • Nursing Room
  • Parental Leave
  • Commitment to Work/Life Harmony
  • Flexible Work Schedule
  • Paid Holidays
  • Paid Sick Days
  • PTO
Health & Wellness
  • Dental Insurance
  • Employee Assistance Program (EAP)
  • FSA
  • Gym Reimbursement/Discounts
  • Health Insurance
  • HRA
  • HSA
  • Life Insurance
  • Long Term Disability
  • Mental Health Benefits
  • Onsite Gym
  • Short Term Disability
  • Vision Insurance
Professional Development
  • Employee Recognition Programs
  • Training & Development Budget
  • Tuition Reimbursement
What differentiates the tech experience at T. Rowe Price from other firms? For anyone interested in a multi-cloud environment, we are the place to be. Here you will gain a lot of exposure to cloud-based technologies.   What if a job candidate doesn’t have experience working with cloud-based technology? Everything we do is in the cloud, but that doesn’t mean everyone has to come in with that specific experience. We partner with major cloud service providers and a cloud guru to provide a customized training program for new employees.   What is the internal culture like at T. Rowe Price? Our employees often say we are a global company that feels like a small company. We’re highly collaborative. There’s a positive energy and a friendly dynamic across all of our global offices. We invest in our people, encouraging them to follow their passions, both professionally and personally. Our company deeply values creativity and independent thought. Everyone, regardless of their role or tenure, makes themselves available to one another because we believe that a rising tide raises all ships. And we have fun! We host exciting events for our employees, including food trucks and DJs.   What are the benefits of a tech career at T. Rowe Price versus a small company or startup? There are many benefits to working for a company that’s been around for over 85 years. We already have an infrastructure in place and a reputable presence in the industry. The biggest benefit is that you can make a real impact here. As we invest in more technological offerings, you’ll have the chance to influence the progression of our capabilities. For a technologist just starting their career, the experience you’ll gain at T. Rowe Price is invaluable and will open other doors for you down the line. For someone who’s been in the industry for a while, you’ll be working at a place where you can see and feel the value of your contribution.   202212-2621344