
Financial Consultant (Workplace Investors)
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:
- Provide expert advice on creating and managing financial plans for both advisors and clients.
- Analyze and interpret financial data.
- Explain complex financial concepts to clients in a clear and concise manner.
- Develop customized financial plans for clients based on their individual goals and needs.
- Remain knowledgeable and informed of changes in the financial markets and investments.
- Maintain ongoing communication with clients to ensure their plans are progressing as expected.
- Provide excellent customer service to clients and advisors.
- Collaborate with other financial consultants and advisors to ensure clients receive a comprehensive and holistic approach to their financial planning.
- Identify and resolve any issues that may arise with clients’ financial plans.
- Maintain accurate and up-to-date records of client interactions and financial plans.
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
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
Communication
Conflict Resolution
Leadership
Problem Solving
Time management
Interpersonal Skills
creativity
self-motivation
Teamwork
Adaptability
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.
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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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