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.

Bachelor's degree or the equivalent combination of education and relevant experience
0+ years of total relevant work experience
FINRA Series 7 and 66

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

Associate Sales Consultant – Personal Investors

Key skills