T. Rowe Price

Financial Consultant

T. Rowe Price

Colorado Springs, CO, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Welcome to T. Rowe Price, where we are committed to helping our clients reach their financial goals. We are currently seeking a highly motivated and knowledgeable Financial Consultant to join our team. As a Financial Consultant, you will play a critical role in providing personalized investment advice and guidance to our clients. We are looking for someone who is passionate about helping others achieve financial success, has strong analytical skills, and is able to build strong relationships with clients. If you have a strong background in finance and a desire to make a positive impact on people's lives, we invite you to apply for this exciting opportunity.

  1. Provide personalized investment advice and guidance to clients.
  2. Help clients set and achieve their financial goals.
  3. Build and maintain strong relationships with clients.
  4. Conduct thorough financial analysis for each client.
  5. Stay up-to-date on market trends and changes in the financial industry.
  6. Educate clients on various investment options and strategies.
  7. Create and implement customized financial plans for each client.
  8. Assist clients in making informed investment decisions.
  9. Monitor and track clients' financial progress.
  10. Collaborate with other team members to provide comprehensive financial solutions.
  11. Continuously improve knowledge and skills through training and professional development.
  12. Adhere to all regulatory and compliance standards.
  13. Maintain confidentiality and handle sensitive client information with discretion.
  14. Meet and exceed sales targets and performance metrics.
  15. Provide exceptional customer service and address any client concerns or inquiries.
  16. Participate in marketing and business development activities to attract new clients.
  17. Represent the company in a professional and positive manner at all times.
Where is this job?
This job is located at Colorado Springs, CO, USA
Job Qualifications
  • Bachelor's Degree In Finance, Accounting, Economics, Or Related Field.

  • Minimum Of 3-5 Years Of Experience In Financial Consulting Or Investment Management.

  • Strong Knowledge Of Financial Markets, Investment Products, And Financial Planning Strategies.

  • Excellent Analytical And Problem-Solving Skills With The Ability To Interpret Complex Financial Data.

  • Proven Track Record Of Building And Maintaining Client Relationships, As Well As Strong Communication And Presentation Skills.

Required Skills
  • Risk Management

  • Financial Planning

  • Market Research

  • Portfolio Management

  • Client Relationship Management

  • wealth management

  • Asset allocation

  • Retirement planning

  • Investment Analysis

  • Tax Strategies

  • Asset Valuation

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Financial Consultant in Colorado Springs, CO, USA is between $56,000 and $98,000 per year. This range can vary based on factors such as experience, education, and the specific company or industry the consultant works for. Some highly experienced financial consultants in Colorado Springs can earn upwards of $150,000 per year.

Additional Information
T. Rowe Price is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedAugust 8th, 2024
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
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About T. Rowe Price

T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.

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