About this role
Senior Financial Advisor at T. Rowe Price. Location: United States. Role: Assess needs, Present plans, Interact clients Requirements: Bachelor's degree and 5+ years relevant experience; FINRA Series 7 and 66, or 63/65 licenses; strong communication and relationship skills. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce CRM, Financial planning tools Certifications: finra series 7, finra series 66, finra series 63, finra series 65 Commitment: Full Time Workplace: Hybrid Languages: English