Senior Wealth Management Specialist
3 days ago
At Franklin Templeton, we're driving our industry forward by developing innovative solutions to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering a range of ways to help investors make progress toward their goals.
Key Responsibilities:
- Host events with financial advisors to educate on wealth planning content
- Work closely with Franklin Templeton's Director of Wealth Planning to stay current on content and industry developments
- Collaborate with other Specialists to improve processes and content development
- Participate in content development for firms, financial advisors, and shareholder clients
- Assist in training new regional associates and consultants
Requirements:
- CFP certification
- FINRA SIE, 7, and 63 licenses
- 5+ years of industry experience
- BA or BS degree
- Superior communication and presentation skills
- Ability to learn quickly and convey Franklin Templeton's value proposition
- Team player with a positive outlook and results-oriented drive
Compensation Range:
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