FULL_TIME

FEED

YEAR

The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support.

FINANCIAL ADVISOR (ENTRY-LEVEL) – FINANCIAL PLANNER | WEALTH MANAGEMENT TRAINEE | INSURANCE AND INVESTMENT REPRESENTATIVE LOCATION: Remote / Hybrid, United States JOB TYPE: Full-Time SALARY: $60,000 - $120,000 per year (W-2; Commission-Based Compensation; Residual Income; Performance Bonuses) ABOUT THE ROLE We are hiring an Entry-Level Financial Advisor to provide financial planning, retirement planning, insurance planning, and investment advisory support. This role is designed for individuals pursuing a long-term career in wealth management, financial services, or insurance sales. This is a W-2 position with commission-based compensation. Earnings are tied to production, client acquisition, and retention. RESPONSIBILITIES<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Prospect new clients through networking, referrals, and business development</li><li style="margin-bottom:11px">Conduct financial needs analysis and fact-finding interviews</li><li style="margin-bottom:11px">Educate clients on retirement planning, life insurance, disability insurance, and investment options</li><li style="margin-bottom:11px">Support portfolio implementation including mutual funds and insurance products</li><li style="margin-bottom:11px">Maintain client relationship management (CRM) records</li><li style="margin-bottom:11px">Ensure regulatory compliance and documentation standards</li><li style="margin-bottom:11px">Participate in licensing preparation and professional development</li><li style="margin-bottom:11px">Deliver ongoing client service and relationship management</li></ul>REQUIRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">High school diploma or equivalent</li><li style="margin-bottom:11px">Ability to obtain Life and Health Insurance license</li><li style="margin-bottom:11px">Strong communication and consultative sales skills</li><li style="margin-bottom:11px">Comfortable with prospecting, lead generation, and client acquisition</li><li style="margin-bottom:11px">Basic proficiency with CRM software and Microsoft Office</li></ul>PREFERRED QUALIFICATIONS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">Bachelor’s degree in Finance, Business Administration, Economics, or Marketing</li><li style="margin-bottom:11px">1+ year of experience in sales, banking, insurance, financial services, or customer service</li><li style="margin-bottom:11px">Active Life and Health Insurance license</li><li style="margin-bottom:11px">Interest in securities licensing including Series 6, Series 7, Series 63, or Series 66</li><li style="margin-bottom:11px">Interest in Certified Financial Planner (CFP) track</li></ul>BENEFITS<ul style="margin-bottom:11px"><li style="margin-bottom:11px">W-2 employment status</li><li style="margin-bottom:11px">Commission-based compensation with residual income</li><li style="margin-bottom:11px">Performance bonuses and production incentives</li><li style="margin-bottom:11px">401(k) with company match</li><li style="margin-bottom:11px">Medical, dental, vision, life, and disability insurance</li><li style="margin-bottom:11px">Licensing sponsorship (if applicable)</li><li style="margin-bottom:11px">Structured mentorship and financial advisor training program</li><li style="margin-bottom:11px">Flexible scheduling</li></ul>ABOUT THE COMPANY The company provides comprehensive financial planning services including retirement planning, investment advisory services, portfolio management, insurance solutions, estate planning coordination, and wealth management strategies. Advisors operate within regulatory guidelines and receive operational, compliance, and marketing support. EQUAL OPPORTUNITY EMPLOYER STATEMENT We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to any protected characteristic in accordance with applicable federal, state, and local laws.  We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.Powered by JazzHR

Career Headhunter LLC

FINANCIAL ADVISOR (ENTRY-LEVEL)

Banking Services

Business Administration

Business Development

Certified Financial Planner (CFP)

Communication Skills

Consultative Sales

Customer Acquisition

Customer Relations

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Systems

Customer Retention/Renewal

Customer Service Management

Customer Support/Service

Customer Training

Disability Insurance

Diversity

Documentation Standards

Economics

Estate Planning

Finance

Financial Analysis

Financial Planning

Financial Services

Health Insurance

High School Diploma

Insurance

Investment Management

Investment Services

Lead Generation

Licensing

Life Insurance

Maintain Compliance

Management Strategy

Marketing

Mentoring

Microsoft Office

Mutual Funds

Needs Assessment

Research Skills

Retirement Planning

Sales

Sales Prospecting

Securities

Series 6

Series 63

Series 66

Series 7

Training Program

Wealth Management

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The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP’s, and Intermediary Platform providers throughout the United States. This role is directly responsible for distribution of alternative investment products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.

<div>At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. </div><div>We believe doing the right thing for our clients and our associates is good business.With a career at the firm, you can expect opportunities to create real impact at workand in your community. You’ll enjoy resources to support your career path, as well ascompensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and valuesdifferences and colleagues who share a spirit of generosity.  </div><div>Join us for the opportunity to grow and make a difference in ways that matter to you. </div>About the Role<ul><li>The position works closely with the US Intermediaries (USI) business unit and will report to the Head of Alternative Investment Specialists for Broker/Dealer</li><li>This role is directly responsible for distribution of alternative investment products, and will work closely with peers on partner teams which include Wealth Management (WM), Retirement, and Oak Hill Advisors (OHA) in pursuit of driving sales.</li><li>This is a field sales specialist role, accountable for the distribution/sale of Alternative Investments (Alts) through financial advisors within US based financial intermediaries.</li></ul><ul><li>The role has location flexibility in New England, but is ideally located in the Boston Metro Area.</li><li>Responsibilities include:<ul><li>Drive sales of Alternative Investment strategies with targeted financial advisors & intermediaries across all USI WM channels </li><li>Partner with dedicated generalist field sales teams in driving sales of alternatives within existing sales regions/channels</li><li>Present TRP’s Alternative capabilities to Financial Advisors and Investors</li><li>Educate TRPs generalist sales team(s) on available alternative strategies</li><li>Manage an alternative sales pipeline</li><li>Develop relationships with prospect wealth firms across all WM channels </li></ul></li></ul>Role SummaryT. Rowe Price, and its affiliates, has more than 7,000 associates and over $1.7 trillion in assets under management globally.  This role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing over $650B in AUM.  The Wealth Management distribution group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our diverse client base which include Banks, Broker/Dealers, RIA, TAMP’s, and Intermediary Platform providers throughout the United States.  The Senior Alternative Investment Specialist (B/D) position offers a unique opportunity to expand and deepen TRP’s significant presence in the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space.  Combining entrepreneurial opportunity to start and grow a business while partnering with an established team and leveraging the resources of an established global investment firm. ​ResponsibilitiesAccountable for driving sales in alternatives with target advisors in region: <ul><li>Collaboration with generalist coverage teams to identify sales opportunities and deepen relationships with existing advisors.</li><li>Prospect new advisor relationships with the goal of directly driving sales across alternative products</li><li>Support efforts with various T. Rowe Price distribution teams on training/education on our Alternative Investments</li><li>Utilize existing data infrastructure to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment</li><li>Appropriately document and update our CRM (Salesforce) to ensure the data integrity and deepening expertise within the system.</li><li>Provide insight and proactive ideas for improvement to optimize team's time and improve client experience</li><li>Work with senior leadership across T. Rowe Price and Oak Hill Advisors to ensure client needs are represented in the Alts product development process, and design effective go-to-market distribution strategies that directly result in new AUM.</li><li>Develop in-depth knowledge of assigned clients and prospects, their sensitivities, and their business needs to effectively influence their decision-making.</li><li>Accountable for representing voice of client in alternatives positioning and product innovation for the USI WM and TRP / OHA leadership teams, and to represent client feedback pertaining to our Alts offer, industry buying trends, and competitor insights.</li><li>Maintain a deep understanding of the Alternatives landscape, including competitor updates, product trends, advisor preferences for both private and registered investment structures.</li></ul>QualificationsRequired:<ul><li>Prior experience in private credit</li><li>Proven direct new business generation experience</li><li>Proven ability to drive sales directly with clients / intermediaries</li><li>Previous experience and proven success with fundraising through Broker/Dealer relationships (strongly preferred)</li><li>In-depth knowledge of Alts and investment vehicles such as interval funds, BDCs, Non-traded REITS, private funds, etc.</li><li>Minimum of 5+ years of Alts experience, preferably more than 10 years</li><li>Exceptional communication skills including written, verbal, and delivering presentations</li><li>Experience with the U.S. investment distribution landscape including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms</li><li>Strong organizational, time management, and relationship management skills</li><li>Significant travel required</li><li>College degree</li></ul>Preferred:<ul><li>Advanced degree or designation (e.g. CFA, CAIA, CIMA)</li><li>Series 7 & 63 preferred; must obtain within 3 months of hire</li></ul>FINRA RequirementsFINRA licenses are required and will be supported for this role.Work FlexibilityThis role is eligible for full time remote work.Base Salary RangesPlease review the job posting for the location of this specific opportunity.$182,000.00 - $330,000.00 for the location of: Maryland, Colorado, Washington and remote workers $182,000.00 - $330,000.00 for the location of: Washington, D.C. $182,000.00 - $330,000.00 for the location of: New York, CaliforniaPlacement within the range provided above is based on the individual’s relevant experience and skills for the role.  Base salary is only one component of our total compensation package.  Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.  This job posting is expected to be available until:08/5/2026Commitment to Diversity, Equity, and InclusionAt T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits<div><div>We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.   </div><div>  </div><div>Featured employee benefits to enrich your life:   </div><div><ul><li>Competitive compensation  </li></ul></div><div><ul><li>Annual bonus eligibility  </li></ul></div><div><ul><li>A generous retirement plan  </li></ul></div><div><ul><li>Hybrid work schedule  </li></ul></div></div><div><div><ul><li>Health and wellness benefits, including online therapy  </li></ul></div><div><ul><li>Paid time off for vacation, illness, medical appointments, and volunteering days  </li></ul></div><div><ul><li>Family care resources, including fertility and adoption benefits  </li></ul></div><div>  </div><div><a href="https://www.troweprice.com/corporate/us/en/careers/benefits.html" rel="nofollow">Learn more about our benefits.</a>  </div><div></div></div><h2>T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.</h2><img alt=" " height="1" src="https://ars2.equest.com/?response_id=20b3b55d42f84ac6fefbc7d258228bb9&view" width="1"/>

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FINANCIAL ADVISOR (ENTRY-LEVEL) Career Headhunter LLC

Senior Alternative Investment Specialist-BD (New England) T. Rowe Price

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