Advisor Consultant

This is a fully remote position, open to applicants in Michigan, +1 more state.

📋 Description

• Drive sales growth and expand territory AUM by engaging with financial advisors and key contacts, as well as conducting seminars and client events.

• Create and execute territory business plans with the support of internal sales teams.

• Foster relationships with Hartford Funds' strategic partners, registered representatives, and associated firms.

• Utilize data and technology to enhance sales performance and increase market share.

• Offer marketing assistance and customer service to financial advisors.

• Cultivate and maintain a strong understanding of market conditions and Hartford Funds solutions.

• Keep advisors informed about industry trends and proactively address client needs.

• Engage in and support conferences and meetings.

• Comply with regulations, utilize approved marketing materials, adhere to fund prospectus mandates, and meet licensing requirements.

• Complete administrative responsibilities, including CRM updates and expense reporting.

⛳️ Requirements

• Bachelor's Degree in business, economics, finance, sales, or marketing (or equivalent practical experience).

• Must hold all necessary licenses (Series 7, Series 63).

• Willingness and ability to travel 80% of the time.

• At least five years of preferred experience in external wholesaling.

• Proven ability to cultivate strong relationships, demonstrating effectiveness as both an individual contributor and a collaborative team member.

• Confident public speaker with strong presentation skills.

• Open to coaching and feedback.

• Exhibit impeccable integrity and sound judgment.

• Strong awareness of industry dynamics, competition, market trends, and customer requirements.

• Genuine motivation to succeed.

• Resourceful with exceptional problem-solving abilities.

• Existing connections with advisors and centers of influence within the territory (preferred).

• Proven success record with assigned broker-dealer firms (preferred).

• Additional industry designations such as CIMA or CFA (preferred).

🏝️ Benefits

• Short-term or annual bonuses.

• Long-term incentives.

• Immediate recognition for achievements.

• Various perks and benefits.