Financial Advisor Careers at T. Rowe Price

Day in the Life of a Financial Advisor at T. Rowe Price

Joe Frazzini: Hi, I'm Joe, a senior financial advisor on the T. Rowe Price Wealth Services team.

It's an exciting time to be here, as delivering financial advice is becoming a bigger part of what we do.

I have a book of about 180 clients and growing, and I come to work feeling energized and passionate about helping them with everything from choosing investments for retirement to planning for big purchases.

I grew up in Baltimore County. Then I took an entry-level job at T. Rowe Price about nine years ago. I went on to earn my investment licenses and became a CERTIFIED FINANCIAL PLANNER® professional, which led me to where I am today.

That support is ongoing, as we have the staff and resources to let me focus on serving clients, rather than chasing leads. And great teammates that I can turn to with questions and ideas.

I think T. Rowe Price has a lot to offer people who have chosen this as a career path.

As a senior financial advisor, I'm proud of the impact that I can have on people's lives, and I'm happy that T. Rowe Price has made it happen.

Life at T. Rowe Price: Balancing Family, Purpose, and Client Focus

Logan Levin: My boss at the time made it very clear that he wanted me to take the leave, that this is a time that I'm not going to get back and spending time with the family should be most important. 

Hi, my name is Logan Levin, and I'm a senior financial advisor at T. Rowe Price. Being a financial advisor is a huge part of my life. Creating peace of mind for investors means everything to me, and it is very rewarding when you know that you've given your all so that an investor can live a better life. 

Working at T. Rowe Price fits my value system almost exactly. While I'm at work, it's all about business, but when I go home, they do reiterate that the work will be here when the day starts over tomorrow. And that means a lot to me. It allows me to be the best family man and the best advisor that I can be.

I recently had a child, and we now have an eight-month-old, but I utilized parental leave. I was just starting a new job, and I knew the tasks and the requirements were a tall ask. But my boss at the time made it very clear that he wanted me to take the leave, that this is a time that I'm not going to get back and spending time with the family should be most important.

I feel very fortunate to be an advisor in the Retirement Advisory Service. This is a new program here at T. Rowe Price, and the culture is one that is very collaborative. When we are building this program out, management does ask for our feedback so that we can make this program very client-focused.

It is encouraging to be asked for what is important to us and the clients and then see those changes being made almost in real time. That is very rewarding. Because we're putting the investor first, it makes me feel good because I know that in all situations, we're doing right by investors.