About this role
Wealth Director (Business Development Officer) at Franklintempleton. Location: Los Angeles, California, United States. Role: prospect new business, develop LA market strategies, maintain referral relationships Requirements: 8-10 years in financial services serving high-net-worth clients; proven sales success; knowledge of trust/estate topics; CFP designation a plus. Category: Business Development Seniority: Senior Level Certifications: cfp Commitment: Full Time Workplace: Hybrid Languages: English