Sr Wealth Planning Specialist CFP required
Sr Wealth Planning Specialist CFP required
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
At Franklin Templeton were 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 thats 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!
Position Overview:
Franklin Templeton is dedicated to delivering premier valueadded content and services in a consultative approach to our financial advisors and their firms. The Senior Wealth Planning 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 Sr. Wealth Planning Specialist will partner with our sales team and primarily engage with clients via conference calls webinars and inperson meetings where appropriate. Travel is expected depending on the type of client engagement.
Location: Preference for candidates located near our sales teams in either Boston MA Stamford CT or St. Petersburg FL but may consider other locations as well including Baltimore MD.
What are the ongoing responsibilities of a Wealth Planning Specialist
Host events (calls webinars and inperson meetings) with clients and financial advisors across the country in conjunction with the Franklin Templeton sales team to educate on wealth planning content
Collaborate with the Director of Wealth Planning to stay current on content and relevant industry developments
Partner with other Wealth Planning Specialists on the team to improve processes and content development
Participate in content development to be used by firms financial advisors (our clients and prospective clients) and shareholder clients
What ideal qualifications skills and experience would help someone to be successful
CFP required
FINRA Series 7 and 63 Licenses preferred but not required
5 years of industry experience
Must be highly motivated possess critical reasoning abilities a resultsoriented drive and ability to articulate convincingly
Superior communication and presentation skills
Ability to quickly learn and convey Franklin Templetons value proposition
Team player; maintains a consistent positive outlook and leads by example
Strong work ethic with a desire to win
Ability to travel frequently 30 50 travel)
Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and nonmonetary designed to supporttheir wellbeing and recognize their time talents and results.Along with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $100K $130K depending on level of relevant experience plus discretionary bonus.
#LIUS
#LIHybrid
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.
By joining us you will become part of a culture that focuses on employee wellbeing and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee wellbeing and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical dental and vision insurance
401(k) Retirement Plan with a generous company match on your pretax and/or Roth contributions up to the IRS limits
Employee Stock Investment Program
Reimbursement for certain education expenses
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*Only applicable at certain locations
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the 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 accommodation requests will receive a response.
Required Experience:
Senior IC
Employment Type
Full-Time
