[Remote] VP, Senior Advisor Consultant, Edward Jones

Note: The job is a remote job and is open to candidates in USA. Franklin Templeton is hiring a Senior Advisor Consultant to serve the Edward Jones broker/dealer community in the Indiana region. The role supports financial advisors, aligns strategic priorities, advises on investment solutions, and grows client relationships and sales.

Responsibilities

• Grow FT assets under care (AUC) by supporting Edward Jones Financial Advisors in gathering net new assets and retaining existing assets
• Serves as the subject matter expert (SME) on Edwards Jones structure, mission, goals, culture, compliance, and rules of engagement
• Anticipates and addresses the investment needs of clients
• Understands and immerses self into the Edward Jones culture to drive goals-based advice, financial planning, and serving high-net-worth 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 when packaged together 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
• Integrates effective prospecting, contact, and follow-up 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, socialize 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 financial advisor on their journey to ascend through FA segments: Start, Grow, Optimize, Maxime, and eventual Transition
• 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 respectfully 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
• 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

Skills

• Series 7 and 63 required
• Excellent presentation skills
• Typically has 5-7 years related sales experience

Benefits

• Discretionary bonus
• Three weeks of PTO in your first year
• Competitive medical, dental, and vision insurance
• 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
• Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
• Learning Education Assistance Program (LEAP) to support ongoing growth and career advancement
• Opportunity to purchase company funds with no sales charge

Company Overview

Company H1B Sponsorship