Financial Planner

At T. Rowe Price, we seek an experienced Financial Planner who is passionate about helping clients reach their financial goals. Our ideal candidate will have an aptitude for financial analysis and a commitment to providing exceptional customer service.The Financial Planner will be an integral part of the team and will serve as a trusted advisor to our clients. This role requires a highly motivated self-starter with excellent communication skills and a commitment to building strong relationships with clients.To be successful in this role, the candidate must possess the following qualifications: a bachelor’s degree in finance or a related field; 3+ years of financial planning experience; a strong knowledge of investment products; a Certified Financial Planner (CFP) certification; and a valid series 7 and 66 license.If you’re looking for an opportunity to join a team of professionals that shares your commitment to financial planning excellence, we would love to hear from you!

Responsibilities of a Financial Planner:

• Analyze clients’ financial goals and develop customized financial plans to help them achieve their goals

• Recommend financial products and services to clients based on their individual needs and objectives

• Build and maintain strong relationships with clients

• Lead client meetings to discuss progress and goals

• Ensure compliance with all regulations and laws

• Prepare and review client financial statements and reports

• Monitor clients’ portfolios and advise on investment decisions

• Stay up to date with financial planning trends and best practices

• Provide exceptional customer service to clients

According to JobzMall, the average salary range for a Financial Planner in Owings Mills, MD, USA is between $41,945 and $81,632. This range is based on salaries submitted by JobzMall users in the Owings Mills, MD area. Salaries will vary based on factors such as experience, qualifications, and company.

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.