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

Title: Financial Planner Location: Colorado Springs reputed company Job reputed company: reputed company. Rowe Price, we identify and reputed company 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 reputed company investment solutions and a broad reputed company of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an reputed company, independent approach to reputed company, 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 reputed company reputed company at work and in your community. You'll enjoy resources to support your career reputed company, as reputed company as compensation, benefits, and flexibility to enrich your life. Here, you'll reputed company a reputed company culture that respects and values differences and colleagues who reputed company a spirit of generosity. Join us for reputed company to grow and reputed company a difference in ways that matter to you. reputed company This is a great non reputed company facing role that will work with business partners in Legal and Compliance, reputed company, Brokerage Operations, Multi-Asset and Product Management to reputed company greater depth and breadth around the financial advice we reputed company our clients with. This individual will work with advisors to reputed company personalized financial plans for clients as reputed company as reputed company 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 reputed company advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and reputed company reputed company claiming strategies Update financial plans reputed company 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 reputed company 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 reputed company to be considered for this role reputed company 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 reputed company Requirements reputed company 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 reputed company 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 reputed company culture is reputed company 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 reputed company new reputed company and perspectives that reputed company our business priorities reputed company and reputed company us to deliver strong reputed company reputed company. 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 reputed company 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 reputed company depends upon the equal treatment of reputed company associates and applicants for employment without discrimination on the reputed company of race, religion, creed, reputed company, national reputed company, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or reputed company, 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