Associate Regional Investment Consultant

This is a fully remote position, open to applicants in California, +4 more states.

📋 Description

• Accountable for formulating the strategy for sales and client relationship management.

• Develops, tracks, and updates lead generation strategies to create new revenue streams.

• Manages important client relationships that require high visibility.

• Acts as a consultant to clients, advising them on how T. Rowe Price's offerings can meet their needs.

• Responsible for meeting significant sales objectives.

⛳️ Requirements

• Bachelor's degree or a combination of education and relevant experience equivalent to it.

• Over 10 years of applicable work experience.

• Holds FINRA series 7 and 66 licenses.

• Excellent consultative and presentation skills.

🏝️ Benefits

• Competitive salary.

• Eligibility for annual bonuses.

• A comprehensive retirement plan.

• Flexible hybrid work schedule.

• Health and wellness benefits, including access to online therapy.

• Paid time off for vacations, illness, medical appointments, and volunteering.

• Family support resources, including fertility and adoption benefits.