At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals.
Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals.
Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.
Come join us in delivering better outcomes for our clients around the world!
Franklin Templeton is dedicated to delivering premier value-added content and services in a consultative approach to our financial advisors and their firms.
The Wealth Management Specialist will provide valuable solutions and content to advisors on topics related to the client or prospective client on all aspects of financial planning including :
- Planning for retirement
- Retirement topics such as Social Security and Medicare
- Tax planning strategies
- Estate planning and wealth transfer
- Education funding
The Senior Wealth Management Specialist will partner with our sales team and primarily engage with clients via conference calls, webinars, and in-person meetings where appropriate.
Travel is expected depending on the type of client engagement.
What are the ongoing responsibilities of a Senior Wealth Management Specialist?
- Host events (calls, webinars and in-person meetings) with financial advisors across the country in conjunction with the sales team to educate on wealth planning content
- Work closely with Franklin Templeton’s Director of Wealth Planning to stay current on content and relevant industry and regulatory developments
- Work closely with other Specialists on the team to improve processes and content development
- Participate in content development to be used by firms, financial advisors, and shareholder clients
- Assist in training new regional associates and consultants
What ideal qualifications, skills and experience would help someone to be successful?
- CFP required
- FINRA SIE, 7 and 63 Licenses
- 5+ years of industry experience
- BA or BS degree required. Candidates may have a broad array of majors
- Successful candidates will be highly motivated, possess critical reasoning abilities, a results-oriented drive and ability to articulate convincingly
- Superior communication and presentation skills
- Ability to learn quickly and to effectively convey Franklin Templeton’s value proposition
- Team player; maintains a consistent positive outlook and leads by example
- Proven strong work ethic and desire to win
- Ability to travel frequently - 25% - 50%
Compensation Range :
Senior Staff Specialist (Civil Rights Specialist)
Senior Staff Specialist (Civil Rights Specialist). The Bay Area Air Quality Management District (Air District) is a regional government agency, committed to achieving clean air to protect the public's health and the environment. The responsibilities of the Civil Rights Specialist may include, but ar...
Senior Financial Advisor, Wealth Management
The main focus of the Northern Trust Financial Advisor is to advise on a variety of investment solutions, as part of an overall Wealth Management process. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assis...
Senior Staff Specialist (Civil Rights Specialist)
Senior Staff Specialist (Civil Rights Specialist). The Bay Area Air Quality Management District (Air District) is a regional government agency, committed to achieving clean air to protect the public's health and the environment. The responsibilities of the Civil Rights Specialist may include, but ar...
Senior Wealth Management Specialist
The Senior Wealth Management Specialist will partner with our sales team and primarily engage with clients via conference calls, webinars, and in-person meetings where appropriate. What are the ongoing responsibilities of a Senior Wealth Management Specialist?. Our dynamic and diversified firm spans...
Senior Specialist, Account Management
What Account Management contributes to Cardinal Health . Account Management is responsible for cultivating and maintaining on-going customer relationships with an assigned set of customers. ...
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting proje...
Senior Staff Vulnerability Management Specialist
The Senior Staff Vulnerability Management Specialist is a critical role within ServiceNow's security organization, and will identify, drive and sustain our vulnerability and security configuration maturity. The successful candidate is experienced in all aspects of the vulnerability management ...
Asset & Wealth Management - Tax Senior Associate
Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international...
J.P. Morgan Wealth Management - Vice President, Investment Solutions Specialist
Morgan Wealth Management strategy to. To be successful in this role the individual will need to be a subject matter expert on various investment platforms and products/investment strategies and firm's investment themes and positioning to effectively and succinctly communicate with the field as well ...
Asset & Wealth Management - Tax Senior Manager
Join a growing team with the best asset and wealth management clients, tax technical expertise and technology in the world that will support you to ensure you meet your career goals. Our team helps our Financial Services clients navigate the frequently changing and complex national and international...