Senior Advisor Consultant – Wealth Growth & Partnerships

Franklin Templeton; Iowa (LA); On-site; USD 113,000 - 138,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Paid time off

Employee stock investment plan

LEAP education assistance

Job summary

Franklin Templeton is seeking a Senior Advisor Consultant for the Edward Jones relationship, focusing on supporting Edward Jones Financial Advisors across designated regions. This role emphasizes client outcomes, strategic alignment, and growth of assets under care within a dynamic, client-first framework.

Employees at Franklin Templeton receive a comprehensive Total Rewards package, including base compensation, bonus potential, 401(k) with company match, health benefits, and learning support.

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.
• Serves 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 bundled solutions can grow their business.
• Develops sales approach to changing market conditions and evolving client needs by providing value-added advice.
• Uses industry data to achieve sales goals and manages territory travel expenses within budget.

Skills

Sales experience

Financial industry knowledge

Presentation skills

Relocation required

Job description

Franklin Templeton is seeking a Senior Advisor Consultant for the Edward Jones relationship, focusing on supporting Edward Jones Financial Advisors across designated regions. This role emphasizes client outcomes, strategic alignment, and growth of assets under care within a dynamic, client-first framework.

Employees at Franklin Templeton receive a comprehensive Total Rewards package, including base compensation, bonus potential, 401(k) with company match, health benefits, and learning support.