Senior Wealth Management Specialist

5 months 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:

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