Find & Apply For Personal Financial Advisor Jobs in Colorado Springs, Colorado

Build and deepen client relationships through consultative financial conversations, business development, asset consolidation, and wealth services guidance. Identify investment, retirement, planning, and rollover opportunities; manage client outreach and sales pipelines in Salesforce; document interactions; coordinate advice referrals; and ensure accurate, compliant transactions and communications. The role requires Series 7 and Series 66 licenses, with responsibility for meeting sales goals and serving individual investors, including affluent and high-net-worth clients. The summary above was generated by AI 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. We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity . Join us for the opportunity to g row and make a difference in ways that matter to you . Role Summary The Wealth Services Financial Consultant is responsible for building and deepening client relationships while identifying opportunities to deliver greater value and grow the client's relationship with T. Rowe Price. The role combines consultative client engagement, business development, and relationship management to understand client needs, connect them with appropriate solutions and resources, and deliver a high-quality wealth management experience.

Responsibilities Drive Business Growth :

Identify and create opportunities that deepen the client's relationship with T. Rowe Price. Uncover outside assets and consolidation opportunities by asking thoughtful questions and developing an understanding of the client's overall financial picture. Support financial planning and advisory conversion by clearly articulating the value of T. Rowe Price's advice capabilities and ensuring effective client handoffs. Assist clients with the consolidation of assets through rollovers, transfers, and other appropriate solutions. Deliver against defined sales and business development goals aligned with Wealth Services and organizational priorities.

Deliver Consultative Client Engagement :

Build and deepen client relationships through proactive outreach and meaningful financial conversations. Quickly understand a client's immediate needs while broadening the conversation to uncover additional financial goals, priorities, and opportunities. Apply a consultative sales approach and T. Rowe Price's client interaction model to identify opportunities related to investments, retirement, financial planning, and asset consolidation. Conduct scheduled client meetings and proactive outreach designed to strengthen relationships and identify opportunities to add value.

Manage Client Relationships and Sales Pipeline:

Manage time, Salesforce activity, client opportunities, and the sales pipeline to effectively prioritize daily activities. Maintain consistent inbound and outbound client engagement through calls, scheduled meetings, video meetings, and email. Document client needs, opportunities, interactions, and next steps accurately within Salesforce. Maintain disciplined follow-up on sales opportunities, advice referrals, and other identified client needs. Deliver a

High-Quality Wealth Services Experience:

Serve as a trusted resource for clients by providing education and guidance related to their investment and retirement needs within the scope of the role. Maintain a working knowledge of T. Rowe Price products, services, financial planning capabilities, and relevant industry trends. Demonstrate sound judgment in client interactions and escalate complex situations when appropriate. Apply coaching, training, and feedback to continuously improve client conversations and business results. Ensure client transactions, recommendations, documentation, and communications are accurate and compliant with firm requirements.

Qualifications Required:

Bachelor's degree or equivalent combination of education and relevant experience. 2+ years of relevant experience in financial services, relationship management, sales, business development, client service, or a related function. FINRA Series 7 license. FINRA Series 66 license. Chartered Retirement Planning Counselor (CRPC®), or ability to obtain the designation within the designated timeframe in accordance with applicable licensing requirements.

Preferred:

3+ years of sales or relationship management experience working directly with individual investors. Experience working with affluent or high-net-worth clients. FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $80,000

• $117,000 for the location of: Maryland, Colorado, Washington and remote workers $80,000
• $117,000 for the location of: Washington, D.C. $80,000
• $117,000 for the location of: New York, California Placement 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: 12/13/2026 Commitment to Diversity, Equity, and Inclusion At 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 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 . Featured employee benefits to enrich your life: 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 days Family care resources, including fertility and adoption benefits Learn more about our benefits. 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. Read Full Description T. Rowe Price Colorado Springs, Colorado, USA Office Colorado Springs, United States Similar Jobs Samsara Executive Communications Lead An Hour Ago Easy Apply Remote or Hybrid United States Easy Apply 119K-212K Annually Expert/Leader 119K-212K Annually Expert/Leader Artificial Intelligence

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Com Javascript Es6 Lightning Components Lightning Web Components Omniscript React Rest Salesforce Salesforce Flows Salesforce Sales Cloud Salesforce Service Cloud Soap SOQL Sosl SQL Visualforce What you need to know about the Colorado Tech Scene With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech Number of Tech Workers:

260,000; 8.5% of overall workforce (2024 CompTIA survey)

Major Tech Employers:

Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3

Key Industries:

Software , artificial intelligence , aerospace , e-commerce , fintech , healthtech

Funding Landscape:

$4.9 billion in VC funding in 2024 (Pitchbook)

Notable Investors:

Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures Research Centers and Universities:

Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute