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T. Rowe Price
T. Rowe Price

60 T. Rowe Price Financial Services Representative Jobs Hiring Near You

T Rowe Price

Corporate Relations Associate

Baltimore, MD · Hybrid

$39.70K - $49.70K/yr

Rowe Price Associates (TRPA) and T. Rowe Price Investment Management (TRPIM) to ensure that meeting ... financial services industry Preferred: * High attention to detail and demonstrates a passion for ...

T Rowe Price

Corporate Relations Associate

Baltimore, MD · Hybrid

$39.70K - $49.70K/yr

Rowe Price Associates (TRPA) and T. Rowe Price Investment Management (TRPIM) to ensure that meeting ... financial services industry Preferred: * High attention to detail and demonstrates a passion for ...

T. Rowe Price

Collaborate & Represent with External and Internal Stakeholders: Act as a Foundation ambassador ... Expertise in financial well-being, education, youth development, and arts and culture grantmaking ...

T Rowe Price

Lead Data Engineer

Baltimore, MD · On-site +1

$113.80K - $136.60K/yr

Role Summary T. Rowe Price is seeking an experienced Lead Data Engineer to guide the development ... Experience in the asset management or financial services industry. * Familiarity with CI/CD ...

T Rowe Price

2026 Legal Internship

Owings Mills, MD · Hybrid

... financial goals depends on us-through the advice and counsel we give to our business partners every ... services, and Retirement Plan Services distribution channels. Role Summary The T. Rowe Price ...

T Rowe Price

2026 Legal Internship

Owings Mills, MD · Hybrid

... financial goals depends on us-through the advice and counsel we give to our business partners every ... services, and Retirement Plan Services distribution channels. Role Summary The T. Rowe Price ...

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T. Rowe Price Jobs Information

What are the key skills and qualifications needed to thrive as a Financial Services Representative, and why are they important?

To thrive as a Financial Services Representative, you need strong knowledge of financial products, customer service expertise, and typically a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 are often required. Excellent communication, problem-solving abilities, and a client-focused attitude help build trust and lasting client relationships. These skills ensure representatives can effectively advise clients, comply with regulations, and grow business in a competitive industry.

What are some common challenges Financial Services Representatives face when managing client expectations?

Financial Services Representatives often encounter challenges in balancing client expectations with realistic financial outcomes, especially during market fluctuations or when clients have ambitious goals. Clear communication and regular updates are essential to help clients understand investment risks and timelines. Building trust and educating clients about financial products can help manage expectations and foster long-term relationships. This role requires patience, adaptability, and strong interpersonal skills to address concerns and provide tailored solutions.

What are Financial Services Representatives?

Financial Services Representatives are professionals who help clients manage their finances by offering advice on investments, insurance, retirement, and other financial products. They typically work for banks, insurance companies, or financial firms, and assist clients in making informed decisions based on their individual needs and goals. Their responsibilities may include evaluating client financial situations, recommending suitable products, and maintaining long-term client relationships. Additionally, they must stay updated on financial regulations and market trends to provide accurate information.

What is the difference between Financial Services Representative vs Customer Service Representative?

AspectFinancial Services RepresentativeCustomer Service Representative
Required CredentialsFINRA Series 6/7, possibly CFP or insurance licensesNo specific licenses required
Work EnvironmentFinancial institutions, banks, investment firmsRetail, call centers, service departments
Employer & IndustryFinancial services industry

The Financial Services Representative and Customer Service Representative roles often overlap in client interaction but differ mainly in credentials and industry focus. Financial Services Representatives handle investment and financial products, requiring licenses and industry-specific knowledge, while Customer Service Representatives focus on general customer support without specialized licenses. Both roles are vital in their respective sectors, but the Financial Services Representative typically requires more financial expertise and credentials.

What is it like to work at T. Rowe Price?

T. Rowe Price is a company that values a collaborative and inclusive work environment, prioritizing the well-being and growth of its employees. The company's structure is organized into teams that work together to achieve its mission of helping clients achieve their long-term financial goals, with a focus on innovation, integrity, and stewardship. Working at T. Rowe Price may appeal to candidates who are passionate about the financial industry and seeking a stable, growth-oriented career with opportunities for professional development and community involvement.

Does T. Rowe Price pay people when they’re sick?

Yes. Most people get paid when they’re sick.
90% of people say they would get paid if they were sick but scheduled to work.
Based on data from 21 people who took the Breakroom Quiz between December 2024 and April 2026.

Is the health insurance from T. Rowe Price affordable enough for their workers?

Most people say the health insurance costs are okay.
91% of people say the health insurance costs are okay
Based on data from 11 people who took the Breakroom Quiz between March 2025 and April 2026.

How easy is it to get time off at T. Rowe Price?

Most people find it easy to get time off.
89% of people report it’s easy to get time off.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and March 2026.

How easy is it to take sick days at T. Rowe Price?

Most people find it easy to take sick days.
95% of people report that it’s easy to take time off if they are sick.
Based on data from 20 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people at T. Rowe Price feel treated with respect by their managers?

Most people feel treated with respect by their managers.
86% of people say they’re treated with respect by their managers.
Based on data from 21 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people at T. Rowe Price get to take their breaks without interruption?

Most people get breaks without interruption.
89% of people report that they get to take their breaks without interruption.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and April 2026.

Is it stressful to work at T. Rowe Price?

Some people feel stressed out here.
63% of people say they often feel stressed out at work.
Based on data from 19 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people at T. Rowe Price enjoy their jobs?

Most people enjoy their job.
82% of people report they enjoy their job.
Based on data from 11 people who took the Breakroom Quiz between December 2024 and December 2025.

Do people at T. Rowe Price recommend working with their team?

Most people recommend working with their team.
67% of people report that they would recommend working with their immediate team to a friend.
Based on data from 21 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people get enough training when they start at T. Rowe Price?

Most people got enough training when they started.
85% of people report they got enough training when they started working here.
Based on data from 20 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people get support to advance at T. Rowe Price?

Only some people are given support to advance their career here.
In the last year, 38% of people report not being given support to advance their career here.
Based on data from 21 people who took the Breakroom Quiz between December 2024 and April 2026.

Do people think T. Rowe Price’s headquarters understands what’s happening where they work?

Some people think headquarters doesn’t understand what’s happening where they work.
61% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 18 people who took the Breakroom Quiz between December 2024 and April 2026.

Do workers feel well informed about how T. Rowe Price is doing?

Most people feel well informed about how the company is doing.
78% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 18 people who took the Breakroom Quiz between December 2024 and April 2026.
What other companies are hiring for Financial Services Representative jobs?
What are the most popular jobs at T. Rowe Price?
What are the most popular categories at T. Rowe Price?
Infographic showing various Financial Services Representative job openings at T. Rowe Price in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 48% Physical, 45% Hybrid, and 7% Remote job distribution.
Financial Advisor, Advisory Services

Financial Advisor, Advisory Services

T Rowe Price

Colorado Springs, CO • Hybrid

Other

Posted 21 days ago

T. Rowe Price rating

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Role Summary

As a T. Rowe Price Financial Advisor, you will develop relationships with our high-net-worth clients and prospective clients, providing detailed guidance and advice to help them achieve their financial goals. You will perform a thorough analysis of the client's financial situation using a consultative approach specifically aimed at discovering the drivers behind the client's decision-making process. This prepares you to recommend a strategy for investment allocation aligned to the client and their goals, including retirement savings and income needs. As the clients' primary point of contact, you play an integral role in attracting and retaining high-value clients to T. Rowe Price through the on-going management of their relationships with us.

Responsibilities

  • Assess client needs, identify/recommend solutions, and build/manage client relationships
  • Demonstrate holistic knowledge of goal-based financial planning by presenting solutions for all types of savings goals, including education planning, retirement planning, and other intermediate to long term savings goal planning
  • Present financial plans to pre-retirees and retirees with a focus on key recommendations
  • Interact professionally with clients by phone and/or video to update the client's profile and financial situation/needs
  • Complete appointment dictations (using Salesforce CRM) to document conversations, follow up appropriately with clients in the process of enrolling accounts, and effectively follow up on opportunities
  • Diligently manage time and pipeline priorities based on customer's needs and likelihood of expanding relationship with T. Rowe Price
  • Maintain up-to-date knowledge of and fluency in new capabilities related to investment advice, financial planning, and financial education
  • Take responsibility for client satisfaction regarding a wide variety of solutions managed by advisory services for assigned clients
  • Understand the basics of how to determine a client's appetite for risk and how that aligns with different advice solutions

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND
  • 2+ years of total relevant work experience
  • Previous success in building relationships, uncovering needs, and recommending solutions
  • Demonstrated organizational skills
  • Strong written and verbal communication skills
  • FINRA Series 7 and 66, or 63/65 licenses

Preferred:

  • CFP designation highly desirable - Assistance provided to obtain professional designation
  • 2-5+ years' experience in financial services offering investment management
  • Exceptional listening and presentation skills
  • Desire to quickly learn and implement new financial tools, technologies, and conversation expectations
  • In-depth understanding of retail investment vehicles

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.

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