Senior Advisor Consultant, Edward Jones

The Senior Advisor Consultant, Edward Jones will specifically serve the Edward Jones broker/dealer community across a specified region. This individual will be critical in aligning strategic priorities to make Edward Jones FAs in their community successful, enhance client outcomes, and grow mutually beneficial partnerships.

Open Regions & Desired Hiring Locations:

• St. Louis Region (Based in St. Louis, MO)
• Southern California Region (Based in Los Angeles, CA)
• Mid-Atlantic Region (Based in Greater Baltimore, MD)
• Michigan Region (Based in Detroit, MI)
• Louisiana / Mississippi / Arkansas Region (Based in New Orleans, LA)
• Iowa / Nebraska Region (Based in Des Moines, IA or Omaha, NE)
• Georgia / Alabama Region (Based in Atlanta, GA)
• Arizona / Utah / New Mexico Region (Based in Phoenix, AZ)
• Minnesota Region (Based in Minneapolis, MN)

Candidates must be willing to relocate to the designated hiring location for their assigned region.

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

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.

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 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.

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 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.

#LI-Remote

Highlights of our benefits include:

- Paid Time Off: Three weeks of PTO in your first year

- Health Coverage: Competitive medical, dental, and vision insurance to support your well-being

- Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits

- Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

- Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

- Employee Investment Benefits: Opportunity to purchase company funds with no sales charge