Senior Financial Planning Consultant
LPL Financial
Financial Consultant
T. Rowe Price
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Colorado, District of Columbia, New York
Visit company websiteSalary
💰 $80,000 - $114,000 per year
Job Level
JuniorMid-Level
About the role
- Develop and deliver T. Rowe Price-backed retirement strategies and insights to participants
- Provide comprehensive consultations to participants over the phone as part of a dedicated sales team
- Advise participants during life-changing events (separation of service, retirement, investment planning)
- Obtain knowledge of participants' financial portfolio objectives, asset composition and history
- Retain assets through education and guidance on plan-specific and general distribution options
- Acquire new assets through ongoing consultative follow-up conversations
- Initiate proactive/follow-up calls to current or prior providers to coordinate next steps
- Manage a pipeline of opportunities and serve as a single point of contact through transitions
- Use consistent follow-up processes and organize calendar and leads to meet retention and sales targets
- Develop and maintain proficient knowledge of T. Rowe Price funds, products, and services
- Partner with back-office and shared services teams to research and resolve client inquiries
- Participate in training sessions and share knowledge with teammates
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 2+ years of total relevant work experience with inbound and/or phone-based sales
- FINRA Series 7 and 66
- 3+ years of related experience with inbound and/or phone-based sales (preferred)
- Systems knowledge: Microsoft Suite, Salesforce and/or Synergy (preferred)
- Proficient understanding of Retirement Investment Products and qualified retirement plans (preferred)
- Chartered Retirement Planning Counselor (CRPC®) (obtainable within 180 days of hire) (preferred)
- Certified Financial Planner designation (CFP®) (preferred)
- FINRA licenses are required and will be supported for this role
