Wealth Management Internal Sales Associate

Franklin Templeton; Saint Petersburg (FL); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off

Health Coverage

401(k) plan with generous match

Employee stock investment program

LEAP education assistance

Discretionary bonus potential

Job summary

Franklin Templeton seeks an Internal Sales Associate to join the Wealth Management Internal Sales Team. You’ll complete comprehensive training on markets and products, support regional internal and external sales teams, and pursue FINRA licenses in the first months.

The role emphasizes strong communication, teamwork, and a proactive approach to learning in a fast-paced environment with long-term growth opportunities.

Qualifications

• BA or BS degree required.
• SIE licensed preferred but not required at application.
• Financial industry experience preferred.
• Proficiency with MS Office Suite.
• Highly motivated and thrives in a fast-paced environment.
• Exceptional communicator with strong time management skills.
• Focused on effective communication and interpersonal skills.
• Willing to embrace constructive feedback with a focus on improvement.
• Team player who leads by example.
• Passionate about the financial markets with a continuous learning mindset.

Responsibilities

• Complete a comprehensive training program focused on the financial markets, financial products, key client segments, technology tools, portfolio construction sales skills, and overall professional development.
• Obtain the SIE, Series 7, and Series 63 licenses with FINRA within first 90-180 days.
• Be the first point of contact to provide regional sales support for both our internal and external sales teams.
• Build a strong understanding of the financial services industry and the financial markets.
• Develop acumen on Franklin Templeton’s suite of products.
• Acquire fundamental knowledge of key competitor products.
• Develop strong communication and sales skills.
• Field questions regarding Franklin Templeton products and strategies.
• Provide information and insights to clients regarding market/industry trends and Franklin Templeton products, services, and resources.
• Work with an assigned peer mentor and receive regular coaching, training, and feedback from leadership.

Skills

MS Office

Communication

Time management

Team player

Motivation

Financial markets interest

Education

BA or BS degree

Tools

FINRA SIE (preferred)

Job description

Franklin Templeton seeks an Internal Sales Associate to join the Wealth Management Internal Sales Team. You’ll complete comprehensive training on markets and products, support regional internal and external sales teams, and pursue FINRA licenses in the first months.

The role emphasizes strong communication, teamwork, and a proactive approach to learning in a fast-paced environment with long-term growth opportunities.