Advisor Support Consultant

Posted 12 Days Ago
Be an Early Applicant
Wayne, PA, USA
In-Office
55K-55K Annually
Entry level
Fintech • Payments • Financial Services
The Role
Supports financial advisors by explaining mutual fund and ETF products, creating web-based illustrations, handling inquiries, ordering marketing materials, tracking calls, and coordinating between home-office teams and field wholesalers. After obtaining required licenses, conducts outbound advisor calls about products, marketing ideas, and meetings. The role includes training support and requires strong communication, organization, PC skills, and adaptability.
Summary Generated by Built In
Sales Support Associate - 87PR7N

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.   

         

Hartford Funds is seeking entry level Advisor Support Consultants in its Wayne, PA location.  This position will give selected individuals the exciting opportunity to learn our Mutual Fund and ETF businesses and obtain securities licenses.  Advisor Support Consultants will work with financial advisors, advisor consultants, and internal sales professionals to further their knowledge of the financial services industry.

If you are smart and eager to learn, then you will develop the skills and expertise needed to thrive at Hartford Funds. Our robust and ongoing training program provides the resources and tools that new hires need to be successful.

WHAT ARE THE RESPONSIBILITIES OF THE POSITION?

  • Respond to phone calls from financial advisors promptly and professionally, following established criteria
  • Explain in detail the features, benefits and advantages of Hartford Funds’ products and funds
  • Provide personalized, web-based hypothetical illustrations
  • Place supply orders for marketing material 
  • Follow-up with representatives with answers to questions or to make sure information was received and understood 
  • Log phone calls into our computer system for tracking purposes 
  • Act as a liaison between home office and wholesalers in the field 
  • Assist in the training and development process of new employees 
  • Once licensed, make outbound phone calls to financial advisors regarding new products, marketing ideas, special meetings, etc. 

WHAT ARE WE LOOKING FOR?

  • Having passed the Securities Industry Essentials (SIE) Exam is a requirement.
  • Flexible and adaptable; ability to thrive in dynamic fast-paced environment; strong organizational and time management skills.
  • Strong written and verbal communication skills
  • Ability to work well with others and function well as a member of a team
  • Responsible, conscientious, and self-motivated
  • Positive, flexible attitude
  • Strong PC Skills
  • Possess the ability to accept, create and manage change
  • Display willingness to quickly learn product lines, procedures and workflows
  • Create and maintain a harmonious work environment

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:

$55,000 - $55,000

Equal 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

  • Passed the Securities Industry Essentials (SIE) Exam
  • Strong written and verbal communication skills
  • Strong PC skills
  • Strong organizational and time management skills
  • Ability to work effectively in a team
  • Ability to learn product lines, procedures, and workflows quickly
  • Flexible and adaptable in a fast-paced environment
  • Responsible, conscientious, and self-motivated

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..

  • 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.
  • 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.
  • 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

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Hartford, Connecticut
20,002 Employees
Year Founded: 1810

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

Similar Jobs

PwC Logo PwC

Deals - DTDS - Analytics Intern - Summer 2027

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
18 Locations
370000 Employees
29K-48K Hourly

PwC Logo PwC

Philadelphia - Digital Assurance & Transparency (DAT) - Intern - Summer 2028

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
Philadelphia, PA, USA
370000 Employees
29K-48K Hourly

PwC Logo PwC

Philadelphia - Tax LLM - Associate - Summer/Fall 2027

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
Philadelphia, PA, USA
370000 Employees
54K-142K Annually

PwC Logo PwC

Technology Consulting - Geographic Information Systems Intern - Summer 2027

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
18 Locations
370000 Employees
29K-48K Hourly

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account