Advisor Consultant
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Job Description
Advisor Consultant responsible for increasing market share and growing assets through advisor relationships. Focused on building long-term partnerships with financial advisors across the assigned territory.
Responsibilities:
- Increase sales and grow territory AUM in a very competitive marketplace by calling on financial advisors, key contacts, and conducting seminar presentations and client events
- Develop and implement territory business plans in partnership with internal sales support
- Build strong relationships with Hartford Funds’ strategic partners, registered representatives, and firms
- Effectively leverage data and technology to capture sales and market share
- Provide marketing support and customer service to financial advisors in the assigned territory
- Develop and maintain deep understanding of evolving market conditions and Hartford Funds solutions
- Regularly update advisors on industry trends; anticipate client needs and continuously elevate the client experience
- Support and participate in various conferences and meetings
- Adhere to all compliance regulations and guidelines including use of approved marketing materials, fund prospectus requirements and proper licensing
- Complete administrative tasks (e.g., updating CRM and expense reporting) in a timely manner
Requirements:
- Bachelor's Degree, preferably business, economics, finance, sales, or marketing (or equivalent on-the-job experience)
- Must be fully licensed (Series 7, Series 63)
- Must be able and willing to travel 80% of the time
- A minimum of five years of external wholesaling experience is preferred
- The ability to build strong relationships with a proven track record of working effectively as an individual contributor as well as a team player
- A confident public speaker, great at making presentations
- Coachable
- Impeccable integrity and sound judgment
- A keen awareness of the industry as a whole: the competition, market dynamics, industry trends and customer needs
- A sincere drive to achieve
- Resourcefulness and superior problem-solving skills, knowing how to get results
- Existing relationships with advisors and centers of influence in the territory
- A demonstrated track record of success in the assigned broker dealer firms
- Additional industry designations (i.e., CIMA, CFA)
Benefits:
- Other rewards may include short-term or annual bonuses
- long-term incentives
- on-the-spot recognition
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