Wealth Planning Specialist (CFP required)
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About The Position
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 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 Wealth Planning 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.
