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!
What are the ongoing responsibilities of a Senior Advisor Consultant, Edward Jones?
Increases FT assets under care management (AUC) by attracting new assets and retaining existing assets.
- Serves as the “expert” on Edwards Jones structure, mission, goals, culture, compliance, and branch standards.
- Anticipates and addresses the investment needs of clients.
- Understands and immerses self into the Edward Jones culture to drive the Signature Experience across the firm.
- Advise clients on how FT’s “value beyond investments” can be incorporated into their practice to help serve their clients more completely.
- Educate clients on FT’s investment capabilities and how, packaged together and with other top solutions can grow their business and meet their client’s financial goals.
- Demonstrates how FT’s products complement the client’s business needs, including sophisticated clients with complex requirements, such as tailored portfolio construction services and custom solutions.
- Recognized as an industry expert by enhancing FT’s position in the market, driving innovative sales ideas, approaches, and techniques.
- Educates peers and represents FT at events and activities.
- Develops sales approach to changing market conditions and evolving client needs by providing value-added advice and positioning.
- Uses industry and competitive data to achieve sales goals.
- Evolves and executes on optimum prospecting and contact strategies for new and existing clients; identifies targeted sales opportunities.
- Manages expenses against annual territory travel and entertainment (T&E) budget.
- Maximizes FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets.
- Applies expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within territory.
- Helps the Edward Jones advisor on their Goals Based Advice to expand High-Net-Worth clients
Client Relationships
- Maximizes internal networks and external centers of influence to deepen and enhance relationships with clients via investment advice, communication, and expert/seasoned knowledge of FT products, services, and the market/industry.
- Tailors best practice ideas, education, and consultation on appropriate solutions to strengthen and expand client relationships.
- Advises and positions FT products and applies knowledge of competitor products in order to meet client’s needs.
- Draws upon FT’s portfolio managers’ perspectives and product details to recommend appropriate solutions to meet client’s needs and increase market share.
Leadership
- Leads and directs sales efforts with internal partners to achieve sales targets.
- Maintains and grows partnership and teamwork with internal resources through collaboration and mentoring.
What ideal qualifications, skills and experience would help someone to be successful?
- Typically has 5 - 7 years of related sales experience.
- Series 7 and 63 required.
- Relocation to the territory is required.
- Excellent presentation skills.
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. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to be $125,000.
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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, there’s 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.
Hear more from our employees
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s 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 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Learning and Education Assistance Program (LEAP)
- 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 accommodations@franklintempleton.com. 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.
