Financial Consultant Workplace Investors

T. Rowe Price

Colorado Springs, CO Nov 15
Apply now

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.

Job Description

Grow your career with a well-established financial firm! 

At T. Rowe Price, providing world class service to our clients is our primary goal. Begin a career with a top global financial firm with 80+ years of success in the industry. Every associate contributes to the changing lives of those we serve for the better. We do this by building relationships that broaden our clients understanding of their own retirement planning. 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 part of 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’ll 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 provide financial wellness and retirement solutions during all phases of a participant’s life. By delivering personalized consultations and detailing solutions best suited to the retirement planning needs of T.Rowe Price clients, we are making a difference in their financial futures! 

In this role, you will: 

  • 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. 

  • Initiates 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. Serves as a single point of contact and assists client through transitions. Uses a consistent follow-up process to move sales opportunities forward. Runs 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 environments that can be ambiguous and require flexibility. 

  • Handle client inquiries and resolve problems within scope of knowledge and ensure all transactions and administrative processes are accomplished. Partner with back-office and shared services teams to research and resolve client inquiries.  

  • Participates in training sessions and staff meetings and sharing new knowledge with teammates. 



  • Bachelor's degree or the equivalent combination of education and relevant experience 

  • 2+ years of total relevant work experience 

  • FINRA Series 7 


  • 3+ years of related experience 

  • FINRA Series 66 (Must obtain within 90 days of hire) 

  • Chartered Retirement Planning Counselor (CRPC®) (obtained within 180 days of hire) 

  • Certified Financial Planner designation (CFP®) 

This role requires the FINRA Series 7 and Series 66 licenses. Series 66 may be obtained within first 3 months of hire if not currently held.

Base salary range for the location(s) of:

Colorado Springs, CO $78,000-96,500 USD

Base salary range for the primary location of:

Colorado Springs, CO$62,000.00 - $106,000.00 USD

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. 

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