Senior Advisor Consultant, Edward Jones
Franklin Templeton
- Location
- REMUSA California Remote Loc
- Work model
- Remote
- Level
- Senior
- Posted
- Aug 21, 2026
About this role
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. Senior Advisor Consultant, Edward Jones At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team. 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