Senior Advisor Consultant, Edward Jones

Franklin Templeton; Maryland; On-site; USD 113,000 - 138,000; Full time

Benefits offered by this job

PTO

Health coverage

401(k) matching

ESIP

LEAP

Employee investment benefits

Job summary

Franklin Templeton seeks a Senior Advisor Consultant to support the Edward Jones broker/dealer community across multiple regions. The role focuses on aligning strategic priorities, enhancing client outcomes, and growing mutually beneficial partnerships.

Ideal candidates have 5–7 years of sales experience, Series 7 and 63, and must be willing to relocate to the designated region. The package includes a competitive base salary and comprehensive benefits.

Qualifications

• Typically has 5-7 years related sales experience.
• Series 7 and 63 required.
• Relocation to the territory is required.
• Excellent presentation skills.

Responsibilities

• Grow FT assets under care by supporting Edward Jones Financial Advisors in gathering net new assets and retaining existing assets.
• Serves as the SME on Edwards Jones structure, mission, goals, culture, compliance, and rules of engagement.
• Anticipates and addresses the investment needs of clients.
• Educates clients on FT’s investment capabilities and how products can meet goals.
• Drives market share by positioning FT products to Edward Jones advisors.

Skills

Presentation skills

Sales experience

Relocation required

Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

Senior Advisor Consultant, Edward Jones

At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

The Senior Advisor Consultant, Edward Jones will specifically serve the Edward Jones broker/dealer community across a specified region. This individual will be critical in aligning strategic priorities to make Edward Jones FAs in their community successful, enhance client outcomes, and grow mutually beneficial partnerships.

Open Regions & Desired Hiring Locations

• St. Louis Region (Based in St. Louis, MO)
• Southern California Region (Based in Los Angeles, CA)
• Mid-Atlantic Region (Based in Greater Baltimore, MD)
• Michigan Region (Based in Detroit, MI)
• Louisiana / Mississippi / Arkansas Region (Based in New Orleans, LA)
• Iowa / Nebraska Region (Based in Des Moines, IA or Omaha, NE)
• Georgia / Alabama Region (Based in Atlanta, GA)
• Arizona / Utah / New Mexico Region (Based in Phoenix, AZ)
• Minnesota Region (Based in Minneapolis, MN)

Candidates must be willing to relocate to the designated hiring location for their assigned region.

What are the ongoing responsibilities of a Senior Advisor Consultant, Edward Jones?

Grow FT assets under care (AUC) by supporting Edward Jones Financial Advisors in gathering net new assets and retaining existing assets.

• Serves as the subject matter expert (SME) on Edwards Jones structure, mission, goals, culture, compliance, and rules of engagement.
• Anticipates and addresses the investment needs of clients.
• Understands and immerses self into the Edward Jones culture to drive goals-based advice, financial planning, and serving high-net-worth 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 when packaged together 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.
• Integrates effective prospecting, contact, and follow-up 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, socialize 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 financial advisor on their journey to ascend through FA segments: Start, Grow, Optimize, Maxime, and eventual Transition.

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 respectfully 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 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.

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

Highlights Of Our Benefits Include

• Paid Time Off: Three weeks of PTO in your first year
• Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
• Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
• Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
• Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.