Sr Wealth Planning Specialist (CFP Required)

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

Position Overview :

Franklin Templeton is dedicated to delivering premier value-added 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 in-person meetings where appropriate. Travel is expected depending on the type of client engagement.

Preference for candidates located near our sales teams in either Boston, MA, Stamford, CT, or St. Petersburg, FL.

What are the ongoing responsibilities of a Sr Wealth Planning Specialist?

Host events (calls, webinars, and in-person 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 results-oriented drive, and ability to articulate convincingly

Superior communication and presentation skills

Ability to quickly learn and convey Franklin Templeton’s 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)