Senior Wealth Management Specialist

2 weeks ago


Rancho Cordova, United States F1107 Putnam Retail Management Limited Partnership Full time

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:



  • Rancho Cordova, United States The Dewberry Companies, Inc. Full time

    Responsibilities Transportation projects will include planning and design, state highway work, interchanges, roadway design, drainage systems, storm water management, utility relocations and preparation of contract documents. The successful candidate Project Manager, Transportation, Manager, Project Management, Transport, Senior, Business Services


  • Rancho Cucamonga, United States Citizens Business Bank Full time

    The Senior Automation Specialist handles automation of processes and tasks using automation software tools. Responsible for development, testing, and deployment of automated processes, as well as maintenance of existing workflow processes. This inclu Automation Specialist, Automation, Specialist, Solutions, Senior, Skills, Technology, Banking

  • Senior Accountant

    7 days ago


    Rancho Cordova, United States CV Resources Full time

    CV Resources has partnered with a fast-growing and well-respected residential construction company on the search for a Senior Accountant! *This is a full-time on-site position*Position Overview: We are currently seeking a well-rounded Senior Accountant to join our client's growing team. Reporting directly to the Controller, the Senior Accountant will play a...

  • Senior Accountant

    13 hours ago


    RANCHO CORDOVA, United States CV Resources Full time

    CV Resources has partnered with a fast-growing and well-respected residential construction company on the search for a Senior Accountant! *This is a full-time on-site position*Position Overview: We are currently seeking a well-rounded Senior Accountant to join our client's growing team. Reporting directly to the Controller, the Senior Accountant will play a...


  • RANCHO CORDOVA, United States CV Resources Full time

    CV Resources has partnered with a fast-growing construction company on the search for skilled Accounts Payable Specialist. *This position is full-time on-site*.Position Overview: The Accounts Payable Specialist will play a vital role in the finance department, performing a range of accounting and bookkeeping tasks. Attention to detail and the ability to...

  • Case Management

    13 hours ago


    Rancho Cordova, United States Blue Shield of California Full time

    Your Role The Case Management team -performs and case management (CM) activities demonstrating clinical judgment and independent analysis, collaborating with members and those involved with members care including clinical nurses and treating MDs.. The Case Management Nurse, Senior will report to the Manager, Care Management. In this role you will determine,...

  • Case Management

    13 hours ago


    Rancho Cordova, United States Blue Shield of California Full time

    Your Role The Federal Employee Program (FEP) team  performs integrated case management (CM) and disease management (DM) activities demonstrating clinical judgment and independent analysis, collaborating with members and those involved with members’ care including clinical nurses and treating physicians . The Behavioral Health Registered Nurse Case...

  • Case Management

    13 hours ago


    Rancho Cordova, United States Blue Shield of California Full time

    Your Role The Federal Employee Program (FEP) team  performs integrated case management (CM) and disease management (DM) activities demonstrating clinical judgment and independent analysis, collaborating with members and those involved with members’ care including clinical nurses and treating physicians . The Registered Nurse Case Manager will report to...

  • Case Management

    15 hours ago


    Rancho Cordova, United States Blue Shield of California Full time

    Your Role The Federal Employee Program (FEP) team performs integrated case management (CM) and disease management (DM) activities demonstrating clinical judgment and independent analysis, collaborating with members and those involved with members’ care including clinical nurses and treating physicians. The Behavioral Health Registered Nurse Case Manager...

  • Case Management

    1 day ago


    Rancho Cordova, United States Blue Shield of California Full time

    Your Role The Federal Employee Program (FEP) team performs integrated case management (CM) and disease management (DM) activities demonstrating clinical judgment and independent analysis, collaborating with members and those involved with members’ care including clinical nurses and treating physicians. The Behavioral Health Registered Nurse Case Manager...

  • Case Management

    1 day ago


    Rancho Cordova, United States Blue Shield of California Full time

    Your Role The Federal Employee Program (FEP) team performs integrated case management (CM) and disease management (DM) activities demonstrating clinical judgment and independent analysis, collaborating with members and those involved with members’ care including clinical nurses and treating physicians. The Registered Nurse Case Manager will report to the...


  • Rancho Cordova, United States CV Resources Full time

    CV Resources has partnered with a fast-growing construction company on the search for skilled Accounts Payable Specialist. *This position is full-time on-site*. Position Overview: The Accounts Payable Specialist will play a vital role in the finance department, performing a range of accounting and bookkeeping tasks. Attention to detail and the ability to...

  • Case Management

    15 hours ago


    Rancho Cordova, United States Blue Shield of California Full time

    Your Role The Case Management team performs and case management (CM) activities demonstrating clinical judgment and independent analysis, collaborating with members and those involved with members care including clinical nurses and treating MDs.. The Case Management Nurse, Senior  will report to the Manager, Care Management. In this role you will...

  • Case Management

    13 hours ago


    Rancho Cordova, United States Blue Shield of California Full time

    Your Role The Case Management team performs and case management (CM) activities demonstrating clinical judgment and independent analysis, collaborating with members and those involved with members care including clinical nurses and treating MDs.. The Case Management Nurse, Senior will report to the Manager, Care Management. In this role you will...

  • Case Management

    1 day ago


    Rancho Cordova, United States Blue Shield of California Full time

    Your Role The Case Management team performs and case management (CM) activities demonstrating clinical judgment and independent analysis, collaborating with members and those involved with members care including clinical nurses and treating MDs.. The Case Management Nurse, Senior  will report to the Manager, Care Management. In this role you will...


  • Rancho Cordova, California, United States CommonSpirit Health Full time

    OverviewCommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...


  • Rancho Cordova, California, United States Department Of The Army Full time

    Summary This SUPERVISORY HUMAN RESOURCES SPECIALIST (HEALTH SYSTEMS) is located in the Military Personnel Office (MILPO) of the Army National Guard (ARNG) and is part of the CA JFHQ MILPO. Duties THIS IS A T5 EXCEPTED SERVICE, PERMANENT POSITIONThe primary purpose of the SUPERVISORY HUMAN RESOURCES SPECIALIST (HEALTH SYSTEMS), GS , is to supervise and...


  • Rancho Cordova, United States Language World Services, Inc. Full time

    Job DescriptionJob DescriptionDescription:Human Resource-Benefits Specialist – Parttime Seeking a part-time Human Resource-Benefits Specialist to support human resources with administrative functions. The HR Specialist will be responsible for new hire processes including necessary background, benefits administration, respond to HR inquiries, providing...


  • Rancho Cordova, California, United States Department Of The Army Full time

    Summary This INFORMATION TECHNOLOGY SPECIALIST (APPSW/INET) is located in an information management organization and is part of the CA JFHQ J6. Duties THIS IS A T5 EXCEPTED SERVICE, PERMANENT POSITIONThe primary purpose of the INFORMATION TECHNOLOGY SPECIALIST (APPSW/INET), GS , is to is to engineer (plan, design, develop, test, implement, support and...


  • Rancho Cordova, United States Cynet Systems Full time

    Job Description: Pay Range $38hr - $42hr Responsibilities: Lead efforts to ensure vendor contracts, policies are current. Establish measures to ensure benefits are administered and delivered consistently, efficiently, and in line with programs contracts, policies and legal requirements. Partner with external vendors and internal teams on development...