Private Wealth Associate

Are you a highly motivated, detail-oriented individual with a passion for finance and wealth management? Do you thrive in a fast-paced, dynamic environment? Franklin Templeton Investments is seeking a driven Private Wealth Associate to join our team. As a member of our Private Wealth team, you will have the opportunity to work with high net worth clients, providing them with exceptional service and personalized investment solutions. We are looking for individuals who possess strong analytical skills, excellent communication abilities, and a deep understanding of the financial industry. If you are dedicated to helping clients achieve their financial goals and are ready to take your career to the next level, we encourage you to apply for this exciting opportunity.

1. Provide exceptional service to high net worth clients by understanding their unique needs and developing personalized investment solutions.
2. Conduct in-depth financial analysis and research to support the development of client portfolios.
3. Collaborate with financial advisors and other team members to deliver comprehensive wealth management strategies to clients.
4. Communicate effectively with clients, building and maintaining strong relationships to ensure their satisfaction and retention.
5. Stay up-to-date on industry trends, market conditions, and investment products to provide informed recommendations to clients.
6. Utilize strong analytical skills to identify and assess potential risks and opportunities in client portfolios.
7. Assist in the preparation of client presentations, reports, and other materials.
8. Manage client accounts and maintain accurate records and documentation.
9. Collaborate with internal departments, such as compliance and operations, to ensure all client needs are met.
10. Continuously seek opportunities to improve processes and enhance the client experience.
11. Maintain confidentiality and adhere to all regulatory requirements and company policies.
12. Act as a brand ambassador for Franklin Templeton Investments, promoting our values and representing the company with professionalism and integrity.

According to JobzMall, the average salary range for a Private Wealth Associate in New York, NY, USA is $70,000 to $100,000 per year. However, this can vary depending on factors such as the company, experience level, and location. Private Wealth Associates in New York City typically earn higher salaries compared to other cities due to the high cost of living in the city.

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.