Sr. Wealth Planning Specialist (CFP required)

Franklin Templeton • Full-time • Boston, Massachusetts, United States • $100k - $130k / year • 3m ago

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Position Overview: Franklin Templeton is dedicated to delivering premier value-added content and services in a consultative approach to our financial advisors and their firms. The Senior Wealth Planning Specialist will provide valuable solutions and content to advisors on topics related to the client or prospective client on all aspects of financial planning including:

Planning for retirement
Retirement topics such as Social Security and Medicare
Tax planning strategies
Estate planning and wealth transfer
Education funding

The Sr. Wealth Planning Specialist will partner with our sales team and primarily engage with clients via conference calls, webinars, and in-person meetings where appropriate. Travel is expected depending on the type of client engagement.

Location: Preference for candidates located near our sales teams in either Boston, MA, Stamford, CT, or St. Petersburg, FL but may consider other locations as well, including Baltimore, MD.

What are the ongoing responsibilities of a Wealth Planning Specialist?

Host events (calls, webinars, and in-person meetings) with clients and financial advisors across the country in conjunction with the Franklin Templeton sales team to educate on wealth planning content
Collaborate with the Director of Wealth Planning to stay current on content and relevant industry developments
Partner with other Wealth Planning Specialists on the team to improve processes and content development
Participate in content development to be used by firms, financial advisors (our clients and prospective clients), and shareholder clients

What ideal qualifications, skills and experience would help someone to be successful?

CFP required
FINRA Series 7 and 63 Licenses preferred but not required
5+ years of industry experience
Must be highly motivated, possess critical reasoning abilities, a results-oriented drive, and ability to articulate convincingly
Superior communication and presentation skills
Ability to quickly learn and convey Franklin Templeton’s value proposition
Team player; maintains a consistent positive outlook and leads by example
Strong work ethic with a desire to win
Ability to travel frequently (30% - 50% travel)

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $100K - $130K, depending on level of relevant experience, plus discretionary bonus.

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Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.Hear more from our employees

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights Of Our Benefits Include

Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Reimbursement for certain education expenses
Purchase of company funds with no sales charge

Learn more about the wide range of benefits we offer at Franklin Templeton

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

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.