The Advisor Support Consultant role at Hartford Funds in Wayne, PA is an entry-level position designed to support financial advisors and internal sales teams. The role involves learning mutual fund and ETF products, obtaining securities licenses, and providing responsive, professional support through phone and digital channels.
Responsibilities
- Respond to phone calls from financial advisors promptly and professionally, following established criteria
- Explain in detail the features, benefits and advantages of Hartford Funds’ products and funds
- Provide personalized, web-based hypothetical illustrations
- Place supply orders for marketing material
- Follow-up with representatives with answers to questions or to make sure information was received and understood
- Log phone calls into our computer system for tracking purposes
- Act as a liaison between home office and wholesalers in the field
- Assist in the training and development process of new employees
- Once licensed, make outbound phone calls to financial advisors regarding new products, marketing ideas, special meetings, etc.
Requirements
- Having passed the Securities Industry Essentials (SIE) Exam
- Flexible and adaptable; ability to thrive in dynamic fast-paced environment; strong organizational and time management skills
- Strong written and verbal communication skills
- Ability to work well with others and function well as a member of a team
- Responsible, conscientious, and self-motivated
- Positive, flexible attitude
- Strong PC Skills
- Possess the ability to accept, create and manage change
- Display willingness to quickly learn product lines, procedures and workflows
- Create and maintain a harmonious work environment
- Passing of the Series 7 and 63 exams will be required during the first year of employment
Benefits
- Robust and ongoing training program
- Short-term or annual bonuses
- Long-term incentives
- On-the-spot recognition
- Perks & Benefits
- Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
Compensation
$55,000 - $55,000. Equity: .... Base pay is just one component of The Hartford’s total compensation package
Work Arrangement
On-site — Wayne, PA — ...
