Senior Advisor Consultant / Wholesaler- Central Missouri
Franklin Templeton Investments
March 12, 2018
Saint Petersburg, Florida
At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
What is the U.S. Retail Wholesale team responsible for?
Franklin Templeton's U.S. Retail Wholesaler's main purpose is to generate sales of Franklin Templeton mutual funds, separate accounts and 529 plans with Financial Advisors. This position requires an extensive background in the financial services industry and strong experience with practice management and business building techniques so as to be deemed a subject matter expert and credible resource by financial advisors.
What are the ongoing responsibilities of a Senior Advisor Consultant/Wholesaler?
Provide expert advice regarding financial products to advisors in order to grow the assets associated with existing and future relationships relative to the territory.
Maintaining regular contact with a dedicated internal wholesaler to develop a territory coverage strategy and communication plan with existing and prospective producers.
The position also has ongoing interaction with FTDI senior management and will also build and maintain productive relationships with other FTI sales and support organizations.
Managing territory to generate sales to meet objectives.
**This Territory with be covering Central Missouri **
Qualifications What ideal qualifications, skills & experience would help someone to be successful?
Six to eight years of field consulting/sales experience within the mutual fund industry.
Series 7 will be required within 3 months of moving into position.
Proven sales and presentation skills.
Strong financial services knowledge.
What makes Franklin Templeton Investments unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards -the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 75% company match, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
*Only applicable at certain locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities . An emphasis on corporate citizenship is embedded in our culture and values , and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people , and see what it means to say, "I AM Franklin Templeton".
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.