Financial Consultant (Personal Investors) - Colorado

Pay and benefits

Serve as 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) Assist with consolidation of assets via rollover, transfers, or direct from bank Demonstrate a consultative sales approach utilizing our proprietary interaction model Deliver on defined sales targets, quality of conversations, and other role-based responsibilities Manage your time, CRM (Salesforce), and sales pipeline to prioritize your day Utilize T.

Rowe Price products and services to position needs-based solutions Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients Partner with our Advice and High Net Worth teams to ensure clients receive appropriate products and services, if necessary Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience 2+ years of total relevant work experience FINRA Series 7 and 66 licenses Chartered Retirement Planning Counselor (CRPC®) *Must be obtained within designated window per Global Distribution licensing policy.

Preferred: 3+ years of sales experience working with individual investors Client first mentality and passion for helping our clients plan for and achieve their financial goals In-depth industry knowledge and strong pulse on current market events Strong listening and verbal skills FINRA Requirements FINRA licenses are required and will be supported for this role.

Work Flexibility This role is eligible for hybrid work, with up to one day per week from home.

Base Salary Ranges Please review the job posting for the location of this specific opportunity. $80,000 - $117,000 for the location of: Maryland, Colorado, Washington and remote workers $80,000 - $117,000 for the location of: Washington, D.C. $80,000 - $117,000 for the location of: New York, California This job is eligible for overtime pay.

Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 12/30/2026 Commitment to Diversity, Equity, and Inclusion At T.

Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: 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 Learn more about our benefits. T.