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Wealth Investment Associate: Portfolio Design & Tax-Aware

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: Franklin Templeton
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
Salary/Wage Range or Industry Benchmark: 90000 - 100000 USD Yearly USD 90000.00 100000.00 YEAR
Job Description & How to Apply Below

Fiduciary Trust International, part of Franklin Templeton, seeks an Investment Associate to support Portfolio Managers in designing and managing client portfolios in line with investment policies and objectives. The role trains junior investment professionals pursuing wealth management careers.

You will construct portfolios, analyze tax-aware transitions, and execute trades, while collaborating with teams to monitor risk and performance. Atlanta, GA office four days a week.

We invite applications for the Wealth Investment Associate:
Portfolio Design & Tax-Aware position located in Atlanta, GA, United States.

Are you ready to take on the Wealth Investment Associate:
Portfolio Design & Tax-Aware role at Franklin Templeton?

We would love to welcome a new Wealth Investment Associate:
Portfolio Design & Tax-Aware to our organisation in Atlanta, GA, United States.

For the Wealth Investment Associate:
Portfolio Design & Tax-Aware position at Franklin Templeton, we are reviewing applications now.

Position Requirements
10+ Years work experience
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