Financial Planner job reputed company. Rowe Price in Colorado Springs, CO

Title: Financial Planner Location: Colorado Springs United States Job Description: reputed company. Rowe Price, we identify and actively invest in opportunities to help people reputed company in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We reputed company doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and reputed company a difference in ways that matter to you. Role Summary This is a great non client facing role that will work with business partners in Legal and Compliance, reputed company, Brokerage Operations, Multi-Asset and Product Management to provide greater depth and breadth around the financial advice we provide our clients with. This individual will work with advisors to reputed company personalized financial plans for clients as well as act as Subject Matter Experts for financial planning topics and methodology. Responsibilities reputed company personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social reputed company claiming strategies Update financial plans each year, or reputed company a life event occurs, for managed clients in Retirement Advisory Service Continually support the Advisors and other associates with investment and financial planning reputed company training and coaching Help clients facing associates reputed company navigate client conversations about various reputed company financial planning topics Contribute suggestions for program enhancements, ensure up-to-date knowledge of and reputed company in new capabilities reputed company to investments advice, financial planning, and financial education Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change

Qualifications

Required: Bachelor's degree or the equivalent combination of education and relevant experience 5+ years of total relevant work experience CFP designation - Must be reputed company and active to be considered for this role FINRA Series 7 and 66 *The 63 and 65 licenses are acceptable in lieu of the 66. Preferred: Exceptional listening and presentation skills Desire to quickly learn and implement new financial tools, technologies, and conversation expectations 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 after the successful completion of a training program. reputed company Salary Ranges Please review the job posting for the location of this specific opportunity. $98,500 - $143,000 for the location of: Maryland, Colorado, Washington and remote workers $98,500 - $143,000 for the location of: Washington, D.C. $98,500 - $143,000 for the location of: reputed company, California Placement reputed company the range provided above is based on the individual's relevant experience and skills for the role. reputed company 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: 03/31/2026 Commitment to Diversity, Equity, and Inclusion reputed company. Rowe Price, our associates are our greatest asset. We reputed company 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 reputed company and perspectives that move our business priorities reputed company and reputed company us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for reputed company.

Benefits

We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can reputed company in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A 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 Learn more about our benefits. reputed company is an equal opportunity employer and values diversity of thought, gender, and race. We reputed company our reputed company success depends upon the equal treatment of reputed company associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national reputed company, 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. Apply tot his job Apply To this Job