Wealth Director (business Development Officer)

Franklin Templeton

Los Angeles, CA, United States
Base: $180k - $225k; bonus/equity: not specified; ...
Hybrid
Sales success with high-net-worth clients
Experience in investment management
Strong communication skills
Fiduciary Trust International is committed to growing and protecting wealth across generations

Job Summary

  • Fiduciary Trust International is committed to growing and protecting wealth across generations.
  • Wealth Directors are responsible for securing new business from high-net-worth individuals and families.
  • Franklin Templeton offers a competitive range of total rewards and a comprehensive benefits package.

Matching Summary

Fiduciary Trust International is committed to growing and protecting wealth across generations.

Salary

Base: $180K - $225K; Bonus/Equity: Not specified; Benefits: Comprehensive healthcare options, 401(k) plan

Skills & Requirements

Must-have

  • Sales success with high-net-worth clients
  • Experience in investment management
  • Strong communication skills

Nice-to-have

  • Community engagement preferred
  • Consultative sales approach
  • Self-starter with motivation

Key Requirements

  • 8-10 years in financial services
  • Experience with trust and estate topics
  • CFP designation a plus

Work Rights

Not specified

Tailored Resume

Cover Letter