Advisor Consultant - NYC Metro (Non-Wires) Advisor Consultant - NYC Metro (Non-Wires)

About the Role

Key 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 in 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.
• 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 with 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.

Nice to Have

• 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).

Qualifications

• Bachelor's Degree in a relevant field or equivalent experience.
• Full licensing (Series 7, Series 63).

Benefits & Perks

• Employees will be provided with leave of up to four weeks and paid at a rate of 100 percent of their base pay.
• Diversity awareness training known as Appreciating Differences and Managing Inclusion.
• Part of a total compensation package that may include bonuses, incentives, and recognition.