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Financial Planner
T. Rowe PriceFinancial Planner providing comprehensive financial plans and investment advice to clients. Collaborating with advisors and other associates to enhance financial planning strategies.
Posted 7/30/2026full-timeColorado Springs • Colorado, Maryland • 🇺🇸 United StatesMid-LevelSenior💰 $85,500 - $146,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing personalized financial plans, including retirement and investment strategies, while providing training and support to advisors. Holds essential certifications and possesses extensive experience in financial planning and client relationship management.
Highest-signal resume keywords
CFP DesignationFINRA Series 7FINRA Series 65Financial PlanningRetirement Planning
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Financial PlanningRetirement PlanningInvestment PlanningBudgetingSaving AnalysisSpending AnalysisSocial Security StrategiesProgram EnhancementPolicy EvaluationClient Relationship Management
Soft Skills
CoachingTrainingCommunicationCollaborationProblem Solving
Certifications & Qualifications
CFP DesignationFINRA Series 7FINRA Series 65
Industry Keywords
Financial PlansInvestment AdviceFinancial EducationClient ConversationsLife Event Planning
About the role
Key responsibilities & impact- Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
- Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
- Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
- Continually support the Advisors and other associates with investment and financial planning related training and coaching
- Help clients facing associates better navigate client conversations about various complex financial planning topics
- Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
- Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change
Requirements
What you’ll need- Bachelor's degree or the equivalent combination of education and relevant experience
- 5+ years of total relevant work experience
- CFP designation – Must be current and active to be considered for this role
- FINRA Series 7 and 65
Benefits
Comp & perks- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits