
Associate Regional Investment Consultant – Northwest
Are you passionate about helping individuals and families achieve their financial goals? Are you a dynamic and driven individual with a strong background in investment consulting? If so, then we have an exciting opportunity for you! T. Rowe Price is seeking an Associate Regional Investment Consultant for our Northwest region who will play a key role in providing exceptional service to our clients. In this role, you will have the opportunity to work closely with our Financial Advisors and clients to provide investment guidance and support. We are looking for a candidate with a strong knowledge of investment products and services, excellent communication skills, and a proven track record of building and maintaining relationships. If this sounds like you, we encourage you to apply for this exciting opportunity.
- Provide exceptional service to clients in the Northwest region, including Financial Advisors and their clients.
- Assist clients in achieving their financial goals by providing investment guidance and support.
- Build and maintain strong relationships with clients, Financial Advisors, and other team members.
- Utilize strong knowledge of investment products and services to effectively advise clients.
- Stay up-to-date on industry trends and changes to provide the most relevant and valuable advice to clients.
- Collaborate with team members to develop and implement investment strategies for clients.
- Conduct presentations and seminars for clients and prospects to educate them on investment products and services.
- Assist in the development and improvement of processes and procedures related to investment consulting.
- Meet and exceed performance goals and objectives set by the company.
- Continuously seek opportunities to expand and improve client relationships.
- Communicate effectively with clients, colleagues, and management.
- Maintain thorough and accurate records of client interactions and transactions.
- Comply with all regulatory and compliance requirements.
- Represent T. Rowe Price in a professional and positive manner at all times.
Excellent Communication And Presentation Skills
Bachelor's Degree In Finance, Economics, Or A Related Field
Minimum Of 3 Years Of Experience In Investment Consulting Or Financial Services Industry
Strong Understanding Of Investment Products And Market Trends
Ability To Obtain Necessary Licenses And Registrations (Such As Series 7 And 66) Within A Designated Timeframe
Financial Planning
Networking
Market Research
Product knowledge
Consultative selling
Investment Strategy
Sales Support
Client Relationship Management
wealth management
Portfolio analysis
Performance
Investment planning
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Associate Regional Investment Consultant – Northwest is $73,000 to $110,000 per year. This may vary based on factors such as location, experience, and the specific company or financial institution hiring for the position.
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T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.

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