Associate Sales Consultant

T. Rowe Price

. Serve as the first point of contact for clients seeking guidance on investing, retirement planning, education savings, and account-related questions .

Posted 11/2/2026full-timeUnited StatesEntry Level💰 $67,000 - $93,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial markets, investment products, and retirement planning while effectively building client relationships through strong communication and customer service skills. Committed to ongoing learning and obtaining necessary FINRA licenses to support client needs and enhance service delivery.

Highest-signal resume keywords

FINRA Series 7 LicenseFINRA Series 66 LicenseCustomer Service SkillsRelationship-Building SkillsFinancial Planning Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ProductsRetirement PlanningFinancial MarketsConsultative ApproachProblem Solving

Soft Skills

Strong CommunicationListening SkillsGrowth MindsetClient Experience Creation

Certifications & Qualifications

Securities Industry Essentials (SIE) Exam

Industry Keywords

Financial ServicesClient Relationship ManagementWealth ManagementBusiness DevelopmentEducation Savings

About the role

Key responsibilities & impact

Serve as the first point of contact for clients seeking guidance on investing, retirement planning, education savings, and account-related questions
Build client relationships by understanding goals, needs, and financial priorities
Use a consultative approach to identify opportunities and recommend appropriate solutions, products, or resources
Educate clients on investment offerings, retirement plans, and financial planning resources
Retain and grow client relationships through exceptional service and proactive outreach
Identify clients who may benefit from advanced financial planning conversations and connect them with specialized financial consultants
Collaborate with internal partners to provide appropriate support and solutions
Develop expertise in financial markets, investment products, retirement planning, and industry regulations
Meet individual and team goals related to client experience, relationship growth, and business development
Support clients in Workplace Retirement or Personal Investors

Requirements

What you’ll need

Full-time student pursuing a bachelor’s degree with expected graduation date of December 2026–May/June 2027
Strong communication, customer service, and relationship-building skills
Ability to listen, solve problems, and create positive client experiences
Interest in financial services, sales, or client relationship management
Ability to obtain FINRA Series 7 and Series 66 licenses within the required timeframe through the licensing program
Growth mindset with commitment to ongoing learning of AI-augmented platforms
Applicants in the US must have work authorization that does not now or in the future require visa sponsorship
Preferred: demonstrated interest in advice, planning, and relationship-based consulting
Preferred: majors in Financial Planning, Finance, Economics, Wealth Management, Business, or CFP-aligned programs
Preferred: internship, leadership, customer service, sales, campus organization, or other relevant experience
Preferred: successful completion of the Securities Industry Essentials (SIE) exam
FINRA licenses are required and supported for this role

Benefits

Comp & perks

Comprehensive training
Mentorship
Dedicated paid study time to help obtain FINRA licenses
Competitive compensation
Annual bonus eligibility
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