Associate Sales Consultant (December 2026 & Spring 2027 Graduates)

Role Summary

As an Associate Sales Consultant, you'll help people make informed decisions about their financial future.

You will support clients in one of two business areas: Workplace Retirement or Personal Investors.

In Workplace Retirement, you'll help participants make the most of their employer-sponsored retirement plans by providing education, guidance, and support on retirement planning, investment options, and portfolio-related questions. You'll build relationships with retirement plan participants, help resolve complex inquiries, and identify referral opportunities who may benefit from more personalized financial guidance from a licensed Financial Consultant.

In Personal Investors, you'll work directly with individual investors, providing education and guidance on investment, retirement, and financial planning needs while helping them make informed financial decisions and achieve their long-term goals.

You’ll serve as a trusted resource by answering questions, providing education and guidance, and helping clients navigate important financial decisions. This is an excellent opportunity to build a career in financial services while developing transferable skills that can support long-term growth into service, sales, advice, and financial planning opportunities. You'll work directly with clients, learn about investing and retirement planning, and gain exposure to a broad range of investment products and services.

At T. Rowe Price, we invest in your success. We provide comprehensive training, mentorship, and dedicated paid study time to help you obtain your FINRA licenses and build a strong foundation for long-term career growth. Placement within Workplace Retirement or Personal Investors will be determined based on business need.

You’ll begin your career alongside a cohort of new associates in a structured orientation experience that combines interactive learning, real-world client scenarios, mentorship, and exposure to leaders and career paths across Individual Investors, helping you build confidence, connections, and a strong foundation for success.

Responsibilities

• Serve as a first point of contact for clients seeking guidance on investing, retirement planning, education savings, and account-related questions.
• Build relationships with clients by understanding their goals, needs, and financial priorities.
• Use a consultative approach to identify opportunities and recommend appropriate solutions, products, or resources.
• Educate clients on T. Rowe Price investment offerings, retirement plans, and financial planning resources.
• Help retain and grow client relationships through exceptional service and proactive outreach.
• Identify clients who may benefit from more advanced financial planning conversations and connect them with specialized financial consultants.
• Collaborate with internal partners to ensure clients receive the right 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.

Qualifications

Required:

• Full-time student pursing a bachelor’s degree with an expected graduation date of December 2026 – May/June 2027.
• Strong communication, customer service, and relationship-building skills, with the ability to listen, solve problems, and create positive experiences for clients.
• Interest in financial services, sales, or client relationship management.
• Ability to obtain FINRA Series 7 and Series 66 licenses within the required timeframe through our licensing program.
• A growth mindset with commitment to ongoing learning of AI-augmented platforms.

Preferred: 

• Demonstrated interest in a career helping individuals achieve their financial goals through advice, planning, and relationship-based consulting.
• Students pursuing majors in Financial Planning, Finance, Economics, Wealth Management, Business, or CFP-aligned programs are encouraged to apply. 
• Internship, leadership, customer service, sales, campus organization, or other relevant experience.
• Successful completion of the Securities Industry Essentials (SIE) exam.

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.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).

WHAT TO EXPECT AFTER APPLYING

1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes

2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$67,000 - $93,000 for the location of: Maryland, Colorado, Washington and remote workers
$67,000 - $93,000 for the location of: Washington, D.C.
$67,000 - $93,000 for the location of: New York, California

This job is eligible for overtime pay.

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:

09/8/2027

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

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.