Financial Consultant Workplace Investors

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 client’s 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. 

Qualifications 

Required: 

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

• 2+ years of total relevant work experience 

• FINRA Series 7 

Preferred: 

• 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