Financial Consultant (Personal Investors) - Colorado

Consult with individual investors to develop financial plans, including investment, retirement, and education planning. You will utilize your licenses and firm resources to help clients achieve their short- and long-term financial goals, focusing on a consultative sales approach and driving sales results.

• Serve as initial point of contact for prospects and clients
• Assist with asset consolidation via rollover, transfers, or direct from bank
• Demonstrate a consultative sales approach
• Deliver on defined sales targets and quality of conversations
• Manage time, CRM, and sales pipeline
• Utilize T. Rowe Price products and services for needs-based solutions

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.