Associate Regional Investment Consultant – Atlantic Coast

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

📋 Description

• Accountable for the formulation of strategies related to sales and/or client relationship management.

• Develops, tracks, and adjusts lead generation initiatives aimed at creating new revenue streams.

• Manages essential client relationships, ensuring satisfaction and effective resolution of issues.

• Acts as a consultant on how T. Rowe Price products can meet the needs of clients.

• Tasked with achieving significant sales objectives and collaborating with territory partners.

• Keeps comprehensive knowledge of assigned clients, their preferences, and business requirements.

• Conducts quarterly business evaluations with management and partners.

⛳️ Requirements

• A bachelor's degree or an equivalent combination of education and relevant experience.

• Over 10 years of pertinent work experience.

• Possession of FINRA series 7 and 66 licenses.

• Excellent consultative and presentation abilities.

🏝️ Benefits

• Competitive salary.

• Eligibility for annual bonuses.

• A generous retirement plan.

• Hybrid working arrangement.

• Health and wellness benefits, including online therapy services.

• Paid time off for vacations, illnesses, medical appointments, and volunteer days.

• Family care resources, which include fertility and adoption benefits.