Senior Advisor Consultant, Edward Jones

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 are the ongoing responsibilities of a Senior Advisor Consultant, Edward Jones? 

Increases FT assets under care management (AUC) by attracting new assets and retaining existing assets. 

• Serves as the “expert” on Edwards Jones structure, mission, goals, culture, compliance, and branch standards.

• Anticipates and addresses the investment needs of clients. 

• Understands and immerses self into the Edward Jones culture to drive the Signature Experience across the firm. 

• Advise clients on how FT’s “value beyond investments” can be incorporated into their practice to help serve their clients more completely. 

• Educate clients on FT’s investment capabilities and how, packaged together and with other top solutions can grow their business and meet their client’s financial goals. 

• Demonstrates how FT’s products complement the client’s business needs, including sophisticated clients with complex requirements, such as tailored portfolio construction services and custom solutions. 

• Recognized as an industry expert by enhancing FT’s position in the market, driving innovative sales ideas, approaches, and techniques. 

• Educates peers and represents FT at events and activities.

• Develops sales approach to changing market conditions and evolving client needs by providing value-added advice and positioning. 

• Uses industry and competitive data to achieve sales goals. 

• Evolves and executes on optimum prospecting and contact strategies for new and existing clients; identifies targeted sales opportunities. 

• Manages expenses against annual territory travel and entertainment (T&E) budget. 

• Maximizes FT resources to build brand awareness, showcase FT’s capabilities, and achieve sales targets. 

• Applies expert knowledge of FT investment philosophies, processes, strategies, and products to increase market share within territory. 

• Helps the Edward Jones advisor on their Goals Based Advice to expand High-Net-Worth clients 

Client Relationships  

• Maximizes internal networks and external centers of influence to deepen and enhance relationships with clients via investment advice, communication, and expert/seasoned knowledge of FT products, services, and the market/industry. 

• Tailors best practice ideas, education, and consultation on appropriate solutions to strengthen and expand client relationships. 

• Advises and positions FT products and applies knowledge of competitor products in order to meet client’s needs. 

• Draws upon FT’s portfolio managers’ perspectives and product details to recommend appropriate solutions to meet client’s needs and increase market share. 

Leadership 

• Leads and directs sales efforts with internal partners to achieve sales targets. 

• Maintains and grows partnership and teamwork with internal resources through collaboration and mentoring. 

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

• Typically has 5 - 7 years of related sales experience.

• Series 7 and 63 required. 

• Relocation to the territory is required. 

• Excellent presentation skills. 

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, 401k plan, health insurance, and other perks. 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 be $125,000. 

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