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
This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth to the financial advice we provide our clients. This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology.
Note: Target start date for this role is July 1 2024.
RESPONSIBILITIES
Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
Continually support the Advisors and other associates with investment and financial planning related training and coaching
Help client facing associates better navigate client conversations about a various of complex financial planning topics
Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
Identify areas for improvements, evaluate existing policy, and partner with peers and management to offer suggestions for change
QUALIFICATIONS
Bachelor's degree or the equivalent combination of education and relevant experience
5+ years of total relevant work experience
CFP designation – Must be current and active in order to be considered for this role
FINRA REQUIREMENTS
FINRA licenses are required and will be supported for this role: Requires the FINRA Series 7 and 66 *The 63 and 65 licenses are acceptable in lieu of the 66.
WORK FLEXIBILTY
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:
$82,000 - 139,000 USD
For the location of:
Colorado
*Expected starting salary for this role is $98,500.00.
This job posting will be available until: 7/31/2024
*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 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, 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.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.
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