Private Wealth Consultant

Franklin Templeton • Boston, FL

7d • $60,000

About The Position

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.

Requirements

• 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

Nice To Haves

• Institutional sales experience a plus
• CIMA, CFA, or CFP designation a plus

Responsibilities

• 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.

Benefits

• 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.
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level