Advisor Consultant – Southern Minnesota

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Drive sales growth and expand territory AUM by engaging with financial advisors, key contacts, and delivering seminar presentations and client events.

• Formulate and execute business plans for the territory with the assistance of internal sales support.

• Cultivate relationships with Hartford Funds’ strategic partners, registered representatives, and firms.

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

• Provide marketing assistance and exceptional customer service to financial advisors.

• Maintain a comprehensive knowledge of market conditions and Hartford Funds' offerings.

• Keep advisors informed about industry developments, foresee client requirements, and enhance the client experience.

• Engage and contribute in conferences and meetings.

• Comply with regulations and guidelines, including the use of approved marketing materials, fund prospectus mandates, and necessary licensing.

• Perform administrative duties such as updating the CRM and managing expense reports.

⛳️ Requirements

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

• Must possess full licensing (Series 7, Series 63).

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

• A minimum of five years of experience in external wholesaling is preferred.

• Proven ability to foster strong relationships, effectively working both independently and as part of a team.

• Confident in public speaking and proficient in presenting.

• Open to coaching and feedback.

• Exhibit impeccable integrity and sound judgment.

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

• Genuine motivation to succeed.

• Resourceful with excellent problem-solving capabilities.

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

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

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

🏝️ Benefits

• Eligibility for short-term or annual bonuses.

• Long-term incentive opportunities.

• Immediate recognition for exceptional performance.