Intern supporting financial analysis tasks at Echoenergia. Collaborating on financial reporting and cash flow management at the São Paulo office.
About the role
- Financial Consultant guiding individual investors in financial planning and asset management. Join T. Rowe Price to provide education, advice, and services for investment success.
Responsibilities
- Serve as initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
- Assist with consolidation of assets via rollover, transfers, or direct from bank
- Demonstrate a consultative sales approach utilizing our proprietary interaction model
- Deliver on defined sales targets, quality of conversations, and other role-based responsibilities
- Manage your time, CRM (Salesforce), and sales pipeline to prioritize your day
- Utilize T. Rowe Price products and services to position needs-based solutions
- Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients
- Partner with our Advice and High Net Worth teams to ensure clients receive appropriate products and services, if necessary
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 2+ years of total relevant work experience
- FINRA Series 7 and 66 licenses
- Chartered Retirement Planning Counselor (CRPC®) *Must be obtained within designated window per Global Distribution licensing policy.
- 3+ years of sales experience working with individual investors
- Client first mentality and passion for helping our clients plan for and achieve their financial goals
- In-depth industry knowledge and strong pulse on current market events
- Strong listening and verbal skills
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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Finance & ERP Rockstar overseeing financial processes and driving innovation in a dynamic environment. Responsible for strategy, planning, and implementation of financial security and stability.
Financial Assistant managing tuition and scholarships for educational services. Ensuring accurate application and supporting internal inquiries at Cogna's Valinhos office.
Head of Financial Communications leading financial communications practice for healthcare clients. Build trusted relationships with executives and deliver high - stakes communication strategies.
Manager handling financial analysis and modeling for project financing at Pivot Energy. Supporting funding activities and collaboration across finance departments in a renewable energy company.
Financial Advisor developing relationships with high - net worth clients in Little Rock and Memphis. Providing comprehensive financial advice while collaborating with a dedicated advisory team.
Merrill Financial Advisor developing relationships with high - net - worth clients at Merrill Wealth Management. Responsible for providing comprehensive recommendations aligned with client's financial goals.
Financial Advisor role focusing on building relationships with high - net worth clients. Collaborate with a team to provide comprehensive wealth management solutions aligning with client's financial goals.
Financial Advisor in Merrill's Advisor Development Program developing relationships and financial strategies for high - net worth clients. Handles inquiries, assesses needs, and provides tailored investment recommendations.
Credit Analyst II analyzing credit worthiness and assessing risks for Leveraged Finance Credit's Acquisition Financing team at Bank of America. Responsibilities include underwriting, financial modeling, and due diligence.