T. Rowe Price · 1 day ago
Financial Advisor, Advisory Services
Owings Mills, MD
Full-time
Hybrid
Entry, Mid Level
$82K/yr - $117K/yr
2+ years expT. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions to a variety of clients. The role of Financial Advisor involves offering high-quality financial advice, preparing financial plans, and building lasting client relationships to help investors achieve their financial goals.
Business DevelopmentFinanceFinancial ExchangesFinancial Services
Responsibilities
With general guidance, implements and may assist with developing standard advisory solutions to assigned clients and coordinates internal resources necessary to carry out solutions
Prepares financial plans for clients within the following areas, including preretirement, retirement, insurance, tax planning, and estate planning
Responsible for positioning discretionary management as a means for clients to implement their recommended plans and to realize the full value within the plan
Serves as an enrollment specialist to assist qualified clients in their transition from a self-directed relationship to a managed account relationship
Must be able to position the value of discretionary management, overcome objections, and redirect clients to other solutions when discretionary management isn’t appropriate
Applies knowledge to ensure an up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education
May assist in identifying opportunities for improvement to present to managers for consideration
Responsible for client satisfaction regarding a wide variety of basic solutions managed by advisory services for assigned clients and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations
Serves as a client-facing expert on financial planning, portfolio construction, tax-efficient investing, and other advisory matters
Has a basic understanding of how to determine a client's appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant
Escalates potential issues to more senior staff
Qualification
Required
Bachelor's degree or the equivalent combination of education and relevant experience
2+ 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
Preferred
CFP® designation - Assistance provided to obtain professional designation
2-5+ years' 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
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
Maryland Daily Record
2026-01-03
Business Insider
2025-12-25
2025-12-19
Company data provided by crunchbase