Senior Advisor Consultant: Grow Client Assets & Partnerships

Franklin Templeton; Nebraska; On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Paid time off

ESIP

LEAP education assistance

Employee investment benefits

Job summary

Franklin Templeton is seeking a Senior Advisor Consultant for the Edward Jones broker/dealer community across multiple U.S. regions.

The role focuses on aligning strategic priorities to help Edward Jones Financial Advisors grow assets and improve client outcomes. Applicants must relocate to the designated region and typically have 5–7 years of related sales experience, with Series 7 and 63 licenses and strong presentation skills.

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 (AUC) by supporting Edward Jones Financial Advisors in gathering net new assets and retaining existing assets.
• Acts as 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 packaged solutions can grow their business.
• Demonstrates FT’s products to meet client needs and increase market share.
• Leads sales efforts with internal partners to achieve targets.

Skills

Sales experience

Job description

Franklin Templeton is seeking a Senior Advisor Consultant for the Edward Jones broker/dealer community across multiple U.S. regions.

The role focuses on aligning strategic priorities to help Edward Jones Financial Advisors grow assets and improve client outcomes. Applicants must relocate to the designated region and typically have 5–7 years of related sales experience, with Series 7 and 63 licenses and strong presentation skills.