Please contact your Administrator to change your authorization settings.
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.
Come join us in delivering better outcomes for our clients around the world!
What is the Private Wealth group responsible for?Franklin Templeton's Private Wealth Division is composed of a team of seasoned professionals dedicated to providing exceptional service to independent investment advisors and trust companies. The Internal Wholesaler - RIAwill be assigned a territory, working in partnership with an assigned RIA Director, to cultivate and develop new and existing Registered Investment Advisor (RIA), Bank Trust, and Private Bank relationships. This is a challenging role for a self-motivated and sales driven professional.
What are the ongoing responsibilities of a Internal Wholesaler - RIA?Manage client relationships in designated territory primarily through telephone, email and social media communication.
Conduct proactive sales presentations to Bank Trust, Family Offices and RIA firms using strong knowledge of the financial industry and Franklin Templeton products.
Grow and retain existing relationships and identify and cultivate new opportunities for territory/ firm.
Conduct advisor profiling to determine how Franklin Templeton's products complement an advisor firm's business needs.
Position Franklin Templeton solutions against identified gaps in advisor model or offerings using consultative sales methods, Portfolio Construction expertise, tools and resources.
Develop and maintain strong knowledge of Franklin Templeton investment strategies and current economic and market conditions. This is done through participation in product management and portfolio manager meetings, understanding internal thought leadership, monitoring financial industry media and active participation in internal meetings.
Mentor new and existing Advisor Consultants and Sales Associates.
Bachelor's degree or equivalent required. * Series 7 required & Series 63 required (or ability to obtain within 60 days of hire with training provided for eligible candidates.)
3 + years of financial services or equivalent sales experience.
Networking, business development, and selling acumen
Excellent written and verbal skills
Institutional sales experience a plus
CIMA, CFA, or CFP designation a plus
Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, and 401k. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $65,000.00 - $75,000.00.
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.
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 to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation 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.