Private Wealth Consultant
Private Wealth Consultant
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Job Description
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 9500 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 Templetons 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 selfmotivated 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 Templetons products complement an advisor firms 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
Bachelors 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 rewardsmonetary and nonmonetarydesigned 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 jobrelated 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 $60000.00.
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 Rewardsthe mix of both monetary and nonmonetary 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 pretax 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 . 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.
Required Experience:
Contract
Employment Type
Full-Time
