OVERVIEW OF THE ROLE
Hartford Funds has several openings for 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 commission specials, new products, marketing ideas, special meetings, etc.
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
Obtain Series 7 & 63 successfully completed within one year of employment
WHY JOIN HARTFORD FUNDS?
Founded in 1996 and headquartered in Wayne PA Hartford Funds is a leading provider of mutual funds strategic beta ETFs and 529 college savings plans. The company offers a broad range of strategies designed to provide solutions for a variety of investment needs. Excluding affiliated funds of funds as of June 30 2018 Hartford Funds Management Company LLC and its wholly owned subsidiary Lattice Strategies LLC had approximately $117 billion in discretionary and non-discretionary assets under management. Hartford Funds are primarily sub-advised by Wellington Management or Schroder Investment Management two leading investment advisors.
At Hartford Funds we believe in human-centric investinga unique approach that utilizes deep research and insights to understand the rational and emotional ways investors think about money their investments and their financial advisors and then create solutions and advisor tools designed to serve those investors and their mindsets.
Hartford Funds embraces a true entrepreneurial spirit where all employees are encouraged to act like an owner of the firm and live Hartford Funds human-centric investing approach. Employees work in a fast-paced dynamic environment that is focused on strengthening financial advisor-client relationships by helping investors better realize their true life goals.
WHAT IS THE COMPENSATION OPPORTUNITY?
At Hartford Funds our compensation philosophy is simple: we pay competitive base salaries and reward performance. In addition you will be eligible to participate in our comprehensive benefits program including Medical Dental Life and Disability Insurance a 401K Plan and more.
This position may be subject to The Hartford Funds political contributions policy.
Hartford Funds is an Equal Employment Opportunity and Affirmative Action Employer.
Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression
Hartford Funds maintains a drug-free workplace.
Committed to Building Inclusion and Leveraging Diversity
** NO AGENCIES PLEASE **