About this role
An internal financial planning specialist at T. Rowe Price who partners with advisors and business partners to strengthen the firm’s financial advice capabilities. The role provides subject-matter expertise in financial planning methodology and supports the development and delivery of advisor-facing planning solutions and tools.
Required Skills
- Financial Planning
- Retirement Planning
- Investment Planning
- Budgeting
- Social Security
- Client Coaching
- Advisor Training
- Program Improvement
Qualifications
- Bachelor's Degree
- CFP (Active)
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
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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