Senior Wealth Planner

Company: Franklin Templeton
Location: New York
Posted on: November 17, 2023

Job Description:

Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients' wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, a global investment leader. That means we can combine a personalized experience with access to sophisticated research and investment solutions. Position Summary: Fiduciary Trust International is hiring a Senior Wealth Planner to join our NY office located at 280 Park Avenue in Midtown. This position is eligible for a hybrid work schedule (partially remote). Responsibilities:

• Develop and deliver financial plans for HNW and UHNW clients working with our relationship management teams throughout our regional markets with a focus on retirement or cash-flow planning and the ability to develop and deliver in-depth plans related to one or more of estate and trust planning, philanthropy, risk and insurance planning, liquidity event planning or family dynamics planning
• In conjunction with development financial plans, serve as executive-level strategist identifying AUM growth opportunities, COI opportunities, client retention or business risks and communicating those items to market leaders, functional leadership and sales professionals, as appropriate
• Provide ad hoc advice and guidance to clients and relationship management teams, as appropriate, on general financial planning and personal areas of expertise, involving other team members and experts as appropriate
• Working with the Director of Estate and Financial Planning, lead and contribute to the development, improvement and implementation of financial planning tools and resources for other planners and client-facing professionals in general, including oversight and development of third-party service providers, business partner relationships (e.g., insurance brokers, banking, family consultants) and financial planning software and other technology
• Develop and lead training for planners and client-facing professionals on financial planning topics, tools and resources
• Serve as subject-matter expert on specific financial planning topics in connection with marketing efforts, including written client and COI communications, webinars, podcasts and other promotional events
• Ongoing engagement in professional development and monitoring of industry developments relevant to financial planning with a focus on HNW and UHNW clients Qualifications:
  • 10+ years providing client-facing financial advice, preferably to HNW and UHNW clients
  • CFP required
  • CPWA, CPA, PFS, CLU, CEPA or other certification or advanced degree preferred
  • Focused expertise in one more areas of financial planning, such as tax planning, estate planning, liquidity event planning, insurance and risk planning, family dynamics or philanthropy
  • Dedication to continuing education on financial planning topics
  • Fluency in financial planning technology and fintech advancements relevant to financial planning
  • Strong writing and presentation skills for internal and external (client and professional) audiences Compensation Range: 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 base salary for this position to range between $150K - 175K per year. Learn more about FTI: Explore our career site and the link below to learn about FTI:
    • The Story of Fiduciary Trust International #LI-US #Hybrid #Director What makes Franklin Templeton unique? In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. Highlights of our benefits include:
      • Three weeks paid time off the first year
      • Medical, dental and vision insurance
      • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
      • Employee Stock Investment Program
      • Tuition Assistance Program
      • Purchase of company funds with no sales charge
      • Onsite fitness center and recreation center*
      • Onsite cafeteria* *Only applicable at certain locations We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success. We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

Keywords: Franklin Templeton, New York , Senior Wealth Planner, Other , New York, New York