Senior Wealth Planning Specialist

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

The Senior 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.

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

• Host events (calls, webinars and in-person meetings) with financial advisors across the country in conjunction with the sales team to educate on wealth planning content
• Work closely with Franklin Templeton’s Director of Wealth Planning to stay current on content and relevant industry and regulatory developments
• Work closely with other Specialists on the team to improve processes and content development
• Participate in content development to be used by firms, financial advisors, and shareholder clients
• Assist in training new regional associates and consultants

What ideal qualifications, skills and experience would help someone to be successful?

• CFP required
• FINRA SIE, 7 and 63 Licenses
• 5+ years of industry experience
• BA or BS degree required. Candidates may have a broad array of majors
• Successful candidates will be highly motivated, possess critical reasoning abilities, a results-oriented drive and ability to articulate convincingly
• Superior communication and presentation skills
• Ability to learn quickly and to effectively convey Franklin Templeton’s value proposition
• Team player; maintains a consistent positive outlook and leads by example
• Proven strong work ethic and desire to win
• Ability to travel frequently – 30% – 50%

Compensation Range: 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 range between $100,000 – $110,000.

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