Financial Planner

Role Summary

This is a great non client facing role that will work with business partners in Legal and Compliance, Oversight, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. 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.

 

Responsibilities

• 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

Qualifications

Required:

• 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 66 *The 63 and 65 licenses are acceptable in lieu of the 66.

Preferred:

• Exceptional listening and presentation skills
• Desire to quickly learn and implement new financial tools, technologies, and conversation expectations

 

FINRA Requirements

FINRA licenses are required and will be supported for this role.

 

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$98,500 - $143,000 for the location of: Maryland, Colorado, Washington and remote workers
$98,500 - $143,000 for the location of: Washington, D.C.
$98,500 - $143,000 for the location of: New York, California

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. 

This job posting is expected to be available until:

03/31/2026

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. 

Benefits

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.