At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
As a Sales Associate Personal Investors, you will provide education and/or guidance to T. Rowe Price’s Core Personal Investors. The primary of objective is to drive net new flows and retain assets within the Individual Investors organization. Our consistently successful Sales Associates are focused on helping clients achieve their short- and long-term investment and financial planning goals along with ownership of their individual success in a collaborative, supportive team-oriented environment.
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!
Responsibilities
- Serve as the 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)
- Deliver on defined sales targets, quality of conversations, and other role-based responsibilities.
- Develop and maintain proficient knowledge of T. Rowe Price products and services.
- Drive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needs.
- Leverage financial acumen to manage multiple clients in different stages of the buying process.
- Use a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding TRP solutions (outside assets, external referrals, etc.)
- Nurture client relationship and brand loyalty with effective and consistent process to move opportunities forward.
- Capitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firm.
- Liaise with internal partners to ensure clients receive appropriate solutions.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience
- 0+ years of total relevant work experience
- FINRA Series 7 and 66
Preferred:
- Sales experience
- Financial industry experience
- Fully licensed candidate (currently holds 7 and 66)
FINRA Requirements
Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy. Dedicated paid time and resources are provided to support the licensing process.
Work Flexibility
This role is eligible for remote work up to one day a week after the successful completion of a training program.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$65,000 - $91,000 for the location of: Maryland, Colorado, Washington and remote workers$65,000 - $91,000 for the location of: Washington, D.C.
$65,000 - $91,000 for the location of: New York, CaliforniaThis job is eligible for overtime pay.
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.
This job posting is expected to be available until:
12/31/2025Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits
Learn more about our benefits.
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