Similar Jobs
See allFinancial Professional Consultant
Infinite Wise Soultions
US
Financial Planning
Lead Generation
Relationship Building
Financial Services BDM – USA
Google Chrome Microsoft Edge Apple Safari Mozilla Firefox
US
Sales
Client Relationship Management
Communication
Retirement Combo Plan Administrator
Strongpoint Partners
US
Finance
Accounting
Retirement Plan Administrator
Strongpoint Partners
US
Microsoft Office 365
Project Management
Accounting
Account Executive Advisor (Temp)
Pathward
US
Customer Service
Communication Skills
Collaboration
Role Summary:
- Delivering proactive and consultative client service.
- Driving client satisfaction, retention, and business growth.
- Optimizing cost to serve and efficiencies of relationships.
Responsibilities:
- Developing and maintaining book of business plans.
- Consulting with clients on investment vehicles.
- Supporting clients in managing fiduciary responsibilities.
Qualifications:
- Bachelor's degree or equivalent experience.
- 5+ years of relevant work experience.
- Series 6 and 63 obtained within 6 months of hire.
T. Rowe Price
T. Rowe Price is a premier global asset management organization with more than 85 years of experience. They provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. The company has a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.