Finance Specialist managing operational financial solutions focused on efficiency and stakeholder relations for an e - commerce company.
About the role
- Financial Advisor providing expert advisory solutions to clients at T. Rowe Price. Building lasting relationships and ensuring client satisfaction with personalized financial planning and management.
Responsibilities
- With general guidance, implements and may assist with developing standard advisory solutions to assigned clients and coordinates internal resources necessary to carry out solutions.
- Prepares financial plans for clients within the following areas, including preretirement, retirement, insurance, tax planning, and estate planning.
- Responsible for positioning discretionary management as a means for clients to implement their recommended plans and to realize the full value within the plan.
- Serves as an enrollment specialist to assist qualified clients in their transition from a self-directed relationship to a managed account relationship.
- Must be able to position the value of discretionary management, overcome objections, and redirect clients to other solutions when discretionary management isn’t appropriate.
- Applies knowledge to ensure an up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education.
- May assist in identifying opportunities for improvement to present to managers for consideration.
- Responsible for client satisfaction regarding a wide variety of basic solutions managed by advisory services for assigned clients and continues to develop and deepen client relationships using consultative skills and ongoing personalized support and recommendations.
- Serves as a client-facing expert on financial planning, portfolio construction, tax-efficient investing, and other advisory matters.
- Has a basic understanding of how to determine a client's appetite for risk and how that aligns with different advice solutions and how to ensure that the implemented solutions are compliant.
- Escalates potential issues to more senior staff.
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 2+ years of total relevant work experience
- Previous success in building relationships, uncovering needs, and recommending solutions
- Demonstrated organizational skills
- Strong written and verbal communication skills
- FINRA Series 7 and 66, or 63/65, licenses
- CFP® designation - Assistance provided to obtain professional designation
- 2-5+ years’ experience in financial services offering investment management
- Exceptional listening and presentation skills
- Desire to quickly learn and implement new financial tools, technologies, and conversation expectations
- In-depth understanding of retail investment vehicles
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
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