Private Wealth Consultant

2 weeks ago

St Petersburg, FL, United States Franklin Templeton Full time

At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What is the Private Wealth Team responsible for?

Franklin Templeton's Private Wealth Division is composed of a team of seasoned professionals dedicated to providing exceptional service to independent investment advisors and trust companies. The Private Wealth Consultant will be assigned a territory to cultivate and develop new and existing Registered Investment Advisor (RIA), Bank Trust, and Private Bank relationships. This is a challenging role for a self-motivated and sales driven professional.

What are the ongoing responsibilities of a Private Wealth Consultant?

  • Conduct proactive sales presentations to Bank Trust, Family Offices and RIA firms using strong knowledge of the financial industry and Franklin Templeton products.
  • Manage client relationships in designated territory primarily through telephone, email and social media communication.
  • Grow and retain existing relationships and identify and cultivate new opportunities for territory/ firm.
  • Conduct advisor profiling to determine how Franklin Templeton's products complement an advisor firm's business needs.
  • Position Franklin Templeton solutions against identified gaps in advisor model or offerings using Portfolio Construction expertise, tools and resources.
  • Develop and maintain strong knowledge of Franklin Templeton investment strategies and current economic and market conditions. This is done through participation in product management and portfolio manager meetings, understanding internal thought leadership, monitoring financial industry media and active participation in internal meetings.
  • Mentor new and existing Advisor Consultants and Sales Associates.
What ideal qualifications, skills and experience would help someone to be successful?
  • Bachelor's degree or equivalent required.
  • Series 7 required & Series 63 required (or equivalent required).
  • 3 + years of financial services or equivalent sales experience.
  • Networking, business development, and selling acumen.
  • Excellent written and verbal skills
  • Institutional sales experience a plus
  • CIMA, CFA, or CFP designation a plus
Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to be $60,000.00.

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:
  • Three weeks paid time off the first year
  • Medical, dental and vision insurance
  • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Purchase of company funds with no sales charge


We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

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