Wealth Planning Specialist (CFP required)
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About The Position
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 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.
