Advisor Support Specialist - Learn, License & Grow

The Hartford; Northern (KY); Hybrid; USD 50,000 - 61,000; Full time

Job summary

The Hartford is seeking entry-level Advisor Support Consultants in Wayne, PA to learn Hartford Funds mutual funds and ETFs and to obtain securities licenses. You will support financial advisors, prepare illustrations, and assist in the training and development of new employees.

As you progress, you may make outbound calls to financial advisors about new products and marketing ideas, while continuing to support the sales team and maintain strong client service.

Qualifications

• Completion of the Securities Industry Essentials (SIE) exam is required.
• Strong written and verbal communication skills are essential.
• Excellent organizational and time management abilities are needed.
• Ability to work well with others and as part of a team.

Responsibilities

• Respond to advisor inquiries promptly and professionally.
• Explain features and benefits of Hartford Funds products and funds.
• Provide personalized web-based illustrations.
• Log calls and track interactions in the system.
• Collaborate with wholesalers and home office teams.

Skills

SIE Exam

Strong communication

Organizational skills

Team player

Job description

The Hartford is seeking entry-level Advisor Support Consultants in Wayne, PA to learn Hartford Funds mutual funds and ETFs and to obtain securities licenses. You will support financial advisors, prepare illustrations, and assist in the training and development of new employees.

As you progress, you may make outbound calls to financial advisors about new products and marketing ideas, while continuing to support the sales team and maintain strong client service.