Associate Wealth Planner

Welcome to Franklin Templeton Investments, a leading global investment firm dedicated to helping clients achieve their financial goals. We are seeking a highly motivated and talented individual to join our team as an Associate Wealth Planner. In this role, you will have the opportunity to work closely with our clients and help them create personalized wealth plans that align with their unique financial objectives. We are looking for someone who is passionate about financial planning and has a strong desire to continuously learn and grow within the industry. If you have a strong attention to detail, excellent communication skills, and a drive to provide exceptional service to our clients, we invite you to apply for this exciting opportunity.

1. Conduct thorough financial analysis and assessments of clients' current financial situations.
2. Collaborate with clients to understand their individual financial goals and objectives.
3. Utilize financial planning software and tools to create personalized wealth plans for clients.
4. Stay up-to-date on industry trends and regulations to provide accurate and relevant financial advice.
5. Build and maintain strong relationships with clients, providing exceptional customer service and addressing any concerns or questions.
6. Communicate financial plans and strategies to clients in a clear and understandable manner.
7. Identify potential risks and offer solutions to help clients mitigate them.
8. Work closely with other team members, such as wealth advisors and portfolio managers, to ensure coordinated and comprehensive financial planning.
9. Continuously seek opportunities to improve and enhance the financial planning process.
10. Maintain confidential client information and adhere to all compliance and regulatory requirements.

According to JobzMall, the average salary range for a Associate Wealth Planner in New York, NY, USA is $60,000 - $120,000 per year. However, this can vary depending on the specific company, experience level, and other factors. Some companies may offer higher salaries or additional benefits, such as bonuses or commission, for this role. It is important to research and compare offers from different companies to determine the best salary for an Associate Wealth Planner in New York.

Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.