Senior Advisor Consultant - Wealth Growth Partner

Franklin Templeton; California (MO); On-site; USD 113,000 - 138,000; Full time

Benefits offered by this job

Paid Time Off

Health insurance

401(k) plan

Employee Stock Investment Plan (ESIP)

Job summary

Franklin Templeton seeks a Senior Advisor Consultant to support Edward Jones Financial Advisors across multiple regions. The role focuses on growing assets under care, aligning strategic priorities, and strengthening partnerships within the Edward Jones network.

The position requires relocation to the designated territory and reports to leadership within the Franklin Templeton sales organization. A strong background in client-focused financial advice and strategic growth is essential.

Qualifications

• 5–7 years of related sales experience.
• Relocation to the territory is required.
• Excellent presentation skills.
• Series 7 and 63 licenses required.

Responsibilities

• Grow FT assets under care (AUC) by supporting Edward Jones Financial Advisors in gathering net new assets and retaining existing assets.
• Serve as SME on Edward Jones structure, mission, goals, culture, compliance, and rules of engagement.
• Advise clients on FT’s value beyond investments to grow their practice and meet client goals.
• Educate clients on FT’s investment capabilities and composite solutions.

Skills

Sales experience

Presentation skills

Education

Series 7 and 63 licenses

Job description

Franklin Templeton seeks a Senior Advisor Consultant to support Edward Jones Financial Advisors across multiple regions. The role focuses on growing assets under care, aligning strategic priorities, and strengthening partnerships within the Edward Jones network.

The position requires relocation to the designated territory and reports to leadership within the Franklin Templeton sales organization. A strong background in client-focused financial advice and strategic growth is essential.