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The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available). Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.
Responsibilities of the role:
- 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
Successful Advisor Consultants will possess the following key competencies that sets them apart:
-Ownership Mindset
-Segmentation Skills
-Process Focused
-Meeting Execution & Crafting/Delivering a Compelling Narrative
Qualifications:
- 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
Preferred candidates will possess:
- Existing relationships with advisors and centers of influence in the territory
- A demonstrated track record of success in the assigned broker dealer firms
- Previous Wirehouse experience, including direct coverage of or strong working relationships within firms such as Merrill Lynch, Morgan Stanley, UBS, or similar national Wirehouse platforms.
- Additional industry designations (i.e., CIMA, CFA)
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$75,000 - $100,000Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits
Skills Required
- Bachelor's Degree in business, economics, finance, sales, or marketing or equivalent experience
- Must be fully licensed (Series 7, Series 63)
- A minimum of five years of external wholesaling experience
- Ability to build strong relationships with a proven track record
- Confident public speaker with great presentation skills
- Impeccable integrity and sound judgment
The Hartford Financial Services Group, Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Hartford Financial Services Group, Inc. and has not been reviewed or approved by The Hartford Financial Services Group, Inc..
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Retirement Support — A 401(k) with matching plus an additional company contribution, alongside an employee stock purchase plan and no‑cost financial planning, signals robust long‑term savings support. HSAs/FSAs and related financial tools further strengthen overall financial well‑being.
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Leave & Time Off Breadth — At least 25 days of PTO to start, options to buy or roll over time, and paid parental leave indicate broad time‑off support. Paid leave for organ and bone marrow donation and generous disability coverage extend protection for significant life events.
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Healthcare Strength — Multiple medical, dental, and vision options with the company covering most medical and dental premiums reflect strong core health coverage. Wellness programs, fitness reimbursements, well‑being credits, and accessible behavioral health services expand depth and accessibility.
The Hartford Financial Services Group, Inc. Insights
What We Do
Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy
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