FP&A Integration Analyst focusing on financial integration and performance tracking for newly acquired businesses in a property company. Collaborating with finance teams to ensure successful budgeting and reporting.
About the role
- Financial Consultant at T. Rowe Price delivering retirement strategies to enhance financial well-being of participants. Providing comprehensive consultations and consultations aimed at retention and acquisition of assets.
Responsibilities
- Provide comprehensive consultations to participants over the phone as part of dedicated sales team model for high value retirement plan participants.
- Demonstrate a consultative approach while positioning products and services to participants pertaining to retirement planning during life changing events.
- Obtain knowledge of the participant’s financial portfolio objectives, asset composition and help them navigate to appropriate next steps.
- Retain assets through education and guidance of available plan-specific and general distribution options.
- Acquire new assets through on-going consultation follow-ups.
- Diligently manage a pipeline of opportunities to nurture client/participant relationships.
- Serve as a single point of contact and assist clients through transitions.
- Organize calendar and leads effectively to execute results.
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 2+ years of total relevant work experience with inbound and/or phone-based sales
- FINRA Series 7 and 66
- 3+ years of related experience with inbound and/or phone-based sales (preferred)
- Systems knowledge pertaining to Microsoft Suite, Salesforce and/or Synergy
- Proficient understanding of Retirement Investment Products and qualified retirement plans
- Chartered Retirement Planning Counselor (CRPC®) (obtained within 180 days of hire)
- Certified Financial Planner designation (CFP®)
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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