T. Rowe Price

Financial Consultant (Workplace Investors)

T. Rowe Price

Owings Mills, MD, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

At T. Rowe Price, we are looking for an experienced and knowledgeable Financial Consultant to join the Workplace Investors team. Our ideal candidate will be a motivated and organized self-starter who is passionate about helping others reach their financial goals. In this role, you will work directly with both advisors and clients to provide expert advice on creating and managing financial plans.To excel in the Financial Consultant role, the successful candidate must have at least a bachelor's degree in finance or a related field and 3+ years of experience in financial consulting. You must also have a strong understanding of financial markets and investments, and the ability to analyze and interpret financial data. We are looking for someone who is able to explain complex financial concepts to clients in a clear and concise manner. Exceptional communication and interpersonal skills, as well as a customer service mindset, are essential for success in this role.If you are a Financial Consultant looking to join a team of dedicated and knowledgeable professionals, then this position is for you!

Responsibilities:

  1. Provide expert advice on creating and managing financial plans for both advisors and clients.
  2. Analyze and interpret financial data.
  3. Explain complex financial concepts to clients in a clear and concise manner.
  4. Develop customized financial plans for clients based on their individual goals and needs.
  5. Remain knowledgeable and informed of changes in the financial markets and investments.
  6. Maintain ongoing communication with clients to ensure their plans are progressing as expected.
  7. Provide excellent customer service to clients and advisors.
  8. Collaborate with other financial consultants and advisors to ensure clients receive a comprehensive and holistic approach to their financial planning.
  9. Identify and resolve any issues that may arise with clients’ financial plans.
  10. Maintain accurate and up-to-date records of client interactions and financial plans.
Where is this job?
This job is located at Owings Mills, MD, USA
Job Qualifications
  • Strong Analytical And Problem Solving Skills

  • Excellent Communication And Interpersonal Skills

  • Financial Planning Expertise

  • Knowledge Of Financial Management Principles

  • Ability To Develop Financial Models

  • Experience With Portfolio Management Systems

  • Proficiency In Microsoft Office Suite

  • Experience In Financial Sales

Required Skills
  • Budgeting

  • Risk Management

  • Financial Analysis

  • Data Analysis

  • Forecasting

  • Financial Modeling

  • Compliance

  • Portfolio Management

  • Analysis

  • Asset management

  • Portfolio analysis

  • Asset allocation

  • Retirement planning

  • Tax Planning

  • Investment Consulting

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • self-motivation

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Financial Consultant (Workplace Investors) in Owings Mills, MD, USA is between $60,000 and $100,000 per year. This salary range includes base pay, bonuses, commissions, and other forms of compensation.

Additional Information
T. Rowe Price is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 11th, 2023
Apply BeforeAugust 19th, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About T. Rowe Price

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started