About this Position
This individual will work with advisors to develop personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology.
Develops personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients. Advice provided includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies.
Updates financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service.
The planners continually support the Advisors and other associates with investment and financial planning related training and coaching.
Work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management as needed to provide greater depth and breadth to the financial advice we provide our clients.
Help client facing associates better navigate client conversations about a various of complex financial planning topics.
Contributes suggestions for program enhancements, ensures up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education. Identifies areas for improvements, evaluates existing policy, and partners with peers and management to offer suggestions for change.
Bachelor's degree or the equivalent combination of education and relevant experience
5+ years of total relevant work experience
FINRA licenses 7 and 66 are required for this role.
This role is eligible for remote work up to two days a week after the successful completion of a training program.
Wage Transparency Disclosure*
Expected starting salary for this role is $98,500.00.
The salary range for this role, based on experience is, $80,000- $136,000.
*Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. Salary range disclosure as required by sb19-085 when hiring in Colorado, S9427A when hiring in New York, and SB 1162 when hiring in California.
Wage Transparency Disclosure* -
Colorado: Minimum salary (USD) range: $80,000- $136,000.
Base salary range for the primary location of:
Colorado Springs $80,000.00 - $136,000.00 USD
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. Salary range disclosure as required by sb1162 when hiring in California, sb19-085 when hiring in Colorado, S9427A when hiring in New York, and SB5761 when hiring in the State of Washington.
Commitment to Diversity, Equity, and Inclusion:
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
Benefits: We invest in our people through a wide range of programs and benefits, including:
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.