Financial Advisor, Advisory Services
T. Rowe Price(1 month ago)
About this role
An Individual Investors Holistic Advisor at T. Rowe Price provides high-quality financial advice to retail clients, helping them plan for retirement, insurance, tax, and estate needs while positioning discretionary management solutions. The role leverages the firm's research and advisory capabilities to build lasting client relationships and support the expansion of the Advisory business.
Required Skills
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Portfolio Construction
- Discretionary Management
- Client Relationships
- Risk Assessment
- Communication
- Financial Education
Qualifications
- Bachelor's Degree
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- CFP
About T. Rowe Price
troweprice.comT. Rowe Price, a global investment management firm dedicated to helping clients achieve long term success.
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