Advisor Consultant - Virginia (Cross-Channel)

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
• 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 on-the-job experience
• Series 7 and Series 63 licenses
• Willingness to travel 80% of the time

Benefits & Perks

• The annualized base pay range is $75,000 - $100,000
• Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition