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Financial Consultant

Company: T. Rowe Price
Location: Colorado Springs
Posted on: April 10, 2021

Job Description:

A career at T. Rowe Price says you want to contribute and make a difference at a leading global investment management firm where success results from the dedication our associates have in building success for our clients. We are a growing organization of associates from diverse backgrounds, experiences, and perspectives. We take a long-term view on associates and their careers. Our associates do phenomenal work with purpose, and as a result, we provide growth opportunities through in-person and online training, management development programs, and career development on the job. If you are seeking a meaningful work experience along with a workplace culture that thrives on teamwork, we invite you to explore the opportunity to join us. Senior Financial Consultants on the Personal Investor team partner with prospects and existing retail clients with the goal to drive Net New Flows or Retain assets on behalf of the firm. This associate builds relationships with individual investors to better understand their broader investment needs and the potential for consolidation or retention, resulting in high client satisfaction as well and/or acquisition and retention of assets and relationships to the firm. Role Summary: In this role, the individual will oversee assigned standard client relationships, ensuring satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identify account growth opportunities and promotes these to assigned clients. Responsible for moderately sized or less complex relationships, often a single product/service. May provide guidance to less experienced professionals and receive guidance from more experienced professionals. Responsibilities:

  • Proactively engages in consultative conversations with retail clients, listens for cues during meetings on client needs and ensures continued client satisfaction and retention. With some guidance, advises clients on best practices, organizational solutions, and regulatory changes.
  • Communicates recommended products and services to assigned clients during meetings and identifies cross-sell opportunities for new services for assigned clients. May refer complex or specialized sales opportunities to other team members.
  • Manages standard client projects and contributes to the successful execution of client initiatives. Tracks and reports on client metrics.
  • Keeps abreast of client relationship activity occurring throughout the firm. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management.
  • Conducts analyses of data and market trends to keep up to date with client relationship performance. Manages client inquiries and resolves problems within scope of knowledge.
  • Conducts market and industry research aligned with clients, applicable regulatory requirements, industry trends, and competitor services/offerings. Qualifications: Required:
    • Bachelor's degree or the equivalent combination of education and relevant experience
    • 2+ years of total relevant work experience
    • FINRA Series 7
    • FINRA Series 66 Preferred:
      • 3+ years of related experience
      • Chartered Retirement Planning Counselor (CRPC--) (obtained within 180 days of hire) Job Family: Sales & Relationship Management Track : Knowledge Management Level : KM2 T. Rowe Price is committed to providing our associates with a comprehensive total rewards benefit program, including wellness, retirement and quality-of-life benefits. --- Please view What We Offer to see what's available to you. 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. Full time 51220 About Us 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.

Keywords: T. Rowe Price, Colorado Springs , Financial Consultant, Accounting, Auditing , Colorado Springs, Colorado

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