Financial Consultant
T. Rowe Price(18 days ago)
About this role
A fully licensed financial consultant at T. Rowe Price helps clients with retirement planning by offering tailored strategies and insights. The role involves providing consultative guidance over the phone, managing client relationships, and supporting clients' long-term financial goals within a collaborative team environment.
Required Skills
- retirement Planning
- Financial Consulting
- Client Relations
- Asset Management
- Salesforce
- Financial Products
- Communication
- Consultative Selling
- Retirement Plans
- Financial Portfolio
Qualifications
- Bachelor's Degree
- Series 7
- Series 66
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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