Senior Financial Advisor, Advisory Services

Role Overview

Based in Owings Mills, MD, this role is part of a global asset management firm with a long track record of helping clients thrive in a changing world. We deliver a wide array of investment solutions across equity, fixed income, and multi-asset strategies for individuals, advisors, institutions, and retirement plan sponsors. Our approach combines active, independent thinking with strong client partnerships to support confidence in investing. We value doing right by clients and colleagues, offering opportunities to make a real impact, along with resources, competitive compensation, benefits, and flexibility that support work and life. Our culture emphasizes collaboration, respect for diverse perspectives, and a spirit of generosity. This is a place to grow and make a meaningful difference.

Role Summary

T. Rowe Price is recognized for leadership in asset management and retirement solutions. Your advisory expertise can positively influence the lives and peace of mind of millions of investors. With a history of investment excellence and trusted client relationships spanning more than 85 years, we seek skilled advisors to contribute to our legacy and meet rising demand for financial guidance. We are dedicated to helping investors reach their goals and retire with confidence by delivering high-quality financial advice. As an advisor, you will help shape the evolution of financial guidance, build durable client relationships, and leverage our research and reputation to support growth. Expanding our Advisory business is a strategic priority for our retail division, reflecting our commitment to broader reach and enhanced client value. If you are passionate about helping clients achieve their financial goals, you will find a collaborative, forward-thinking environment to advance your career and maximize your impact.

Key Responsibilities

• Develop and implement advisory solutions for assigned clients and align internal resources to execute these solutions
• Prepare financial plans for pre-retirees and retirees, covering asset allocation, spending and savings strategies, Social Security, and related areas
• Remain current on market developments and serve as a Subject Matter Expert on planning topics to advise clients and prospects
• Suggest and participate in program upgrades and future enhancements; support the rollout of new capabilities in investment advice, financial planning, and education
• Identify opportunities for improvement, assess existing policies, and collaborate with peers and management to propose changes
• Support departmental development and implementation initiatives as needed
• Maintain high client satisfaction for complex Advisory Services solutions and deepen relationships through ongoing personalized guidance and recommendations
• Collaborate with less experienced peers to determine effective approaches for addressing client dissatisfaction
• Assess clients’ risk tolerance and align it with appropriate advice solutions while ensuring compliance; may address standard risk or compliance issues with assistance from senior staff
• Occasionally supervise a small advisory team, providing guidance, feedback, and performance evaluation

Required Qualifications

• Bachelor’s degree or an equivalent combination of education and relevant experience, plus at least 5+ years of total relevant work experience
• Proven ability to build relationships, uncover client needs, and recommend effective solutions
• Strong organizational skills
• Excellent written and verbal communication abilities
• FINRA Series 7 and 66, or 63/65, licenses required upon hire
• CFP designation – Required for this role

Preferred Qualifications

• 5-8+ years of experience in financial services offering investment management
• Exceptional listening and presentation skills
• Strong interest in quickly learning and applying new financial tools, technologies, and client conversation expectations
• Deep understanding of retail investment vehicles
• Experience building and/or managing a retail client book of business
• Background working with high-net-worth clients in relationship management or advisory roles

Licensing and Compliance

FINRA licenses are required and will be supported for this role.

Work Arrangement

This position is eligible for hybrid work with up to one day per week from home.

Compensation

Base salary ranges vary by location and are listed as follows: 98,500 to 146,000 for Maryland, Colorado, Washington and remote workers; 98,500 to 146,000 for Washington, D.C.; and 98,500 to 146,000 for New York and California. Placement within the range is determined by the candidate’s relevant experience and skills. Base salary is only one component of total compensation, with the potential for a discretionary bonus based on company and individual performance.

Location

Owings Mills, MD

Commitment to Diversity, Equity, and Inclusion

We value diversity of thought, gender, and race, and are committed to equal opportunity and fair treatment for all associates and applicants. Our culture supports inclusion and respect for differences, enabling us to move priorities forward and deliver strong client outcomes.

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
• Family care resources, including fertility and adoption benefits

Learn more about our benefits.