T. Rowe Price · 2 weeks ago
Senior Financial Advisor, Advisory Services
Owings Mills, MD
Full-time
Hybrid
Mid, Senior Level
$98K/yr - $146K/yr
5+ years expT. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions to various clients. The role of Senior Financial Advisor involves implementing advisory solutions, preparing financial plans, and maintaining client relationships to help investors achieve their financial goals.
Business DevelopmentFinanceFinancial ExchangesFinancial Services
Responsibilities
Implements and develop advisory solutions for assigned clients and coordinate internal resources necessary to carry out solutions
Prepares financial plans for pre-retirees and retirees, advising in multiple areas, including asset allocation, spending and savings plans, social security strategies, and much more
Stays current on market events and is a Subject Matter Expert on various planning topics to advise and educate advisory clients and prospects
Contributes suggestions for and may participate in the development of program upgrades as well as future program enhancements; may assist in rolling out new capabilities related to investment advice, financial planning, and financial education
Identifies areas for improvement, evaluates existing policy, and partners with peers and management to offer suggestions for change
May assist with development and implementation within the department
Responsible for client satisfaction regarding complex solutions managed by Advisory Services for assigned clients and maintains and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations
Works directly with less experienced peers to determine the best approach in rectifying a client's dissatisfaction
Works with clients to determine their appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant. May resolve standard risk or compliance issues with the assistance of more senior staff
In some cases, they may have limited supervisory responsibilities for a small number of advisory staff, guiding their work, providing feedback, and evaluating performance
Qualification
Required
Bachelor's degree or the equivalent combination of education and relevant experience
5+ years of total relevant work experience
Previous success in building relationships, uncovering needs, and recommending solutions
Demonstrated organizational skills
Strong written and verbal communication skills
FINRA Series 7 and 66, or 63/65, licenses upon hire
Preferred
5-8+ years of experience in financial services offering investment management
Exceptional listening and presentation skills
Desire to quickly learn and implement new financial tools, technologies, and conversation expectations
In-depth understanding of retail investment vehicles
Prior experience building and/or managing a retail client book of business
Experience working with high-net-worth clients in relationship management and/or financial advisory capacity
CFP® designation – Required for role
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
Crowdfund Insider
2026-01-22
alleywatch.com
2026-01-20
2026-01-17
Company data provided by crunchbase