T. Rowe Price · 3 hours ago
Financial Planner
Owings Mills, MD
Full-time
Hybrid
Mid, Senior Level
$98K/yr - $143K/yr
5+ years expT. Rowe Price is a premier global asset management organization with over 85 years of experience. They are seeking a Financial Planner to develop personalized financial plans, provide training and support to advisors, and contribute to program enhancements related to financial planning.
Business DevelopmentFinanceFinancial ExchangesFinancial Services
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 clients facing associates better navigate client conversations about various 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 policies, and partner with peers and management to offer suggestions for change
Qualification
Required
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 to be considered for this role
FINRA Series 7 and 66; The 63 and 65 licenses are acceptable in lieu of the 66
Preferred
Exceptional listening and presentation skills
Desire to quickly learn and implement new financial tools, technologies, and conversation expectations
Benefits
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
Company
T. Rowe Price
T. Rowe Price is an investment management firm that focuses on funding technology startups.
5001-10000 employees
H1B Sponsorship
T. Rowe Price has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (80)
2024 (67)
2023 (58)
2022 (113)
2021 (67)
2020 (70)
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-04-11IPO
Leadership Team
Ramon Richards
Chief Technology Officer
G
Geoffrey Hardin
Vice President, Senior Rates / FX Trader
Recent News
Business Insider
2025-12-25
2025-12-19
Company data provided by crunchbase