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Advice Manager at T. Rowe Price | JobVerse
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Advice Manager
T. Rowe Price
Website
LinkedIn
Advice Manager
Owings Mills, Maryland, United States of America
Full Time
3 weeks ago
$104,000 - $163,000 USD
No Visa Sponsorship
Apply Now
Key skills
Leadership
Sales
About this role
Role Overview
Provide leadership to associates responsible for developing relationships with high-net-worth clients
Perform thorough analysis of client’s financial situations using a consultative approach
Coach and develop financial advisors to ensure high quality and compliant client engagements
Support strategic initiatives that support overall advice growth strategy
Attract and retain high-value clients through ongoing relationship management
Requirements
Bachelor's degree or the equivalent combination of education and relevant experience
5+ years of total relevant work experience (preferably in advisory, sales, or relationship management capacity)
FINRA Licenses 7, 66, & 24
CFP achieved within 2 years of hire
MBA or Graduate Degree in Business (preferred)
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
Apply Now
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