Advisor Support Consultant

The Hartford

Advisor Support Consultant supporting financial advisors and Hartford Funds sales teams. Learning mutual fund and ETF products while obtaining securities licenses.

Posted 8/19/2026full-timeWayne • Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication and organizational skills while effectively managing relationships with financial advisors and internal teams. Proficient in utilizing technology for tracking and reporting, with a commitment to continuous learning and adaptability in a fast-paced environment.

Highest-signal resume keywords

Securities Industry Essentials (SIE) ExamStrong Written Communication SkillsStrong Verbal Communication SkillsOrganizational SkillsTime Management Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

AdaptabilityTeam CollaborationSelf-MotivationConscientiousnessPositive Attitude

Tools & Technologies

Computer SystemWeb-Based Illustrations

Certifications & Qualifications

Securities Industry Essentials (SIE) Exam

Industry Keywords

Financial AdvisorsMarketing MaterialsProduct LinesDynamic EnvironmentLiaison

About the role

Key responsibilities & impact

Respond promptly and professionally to phone calls from financial advisors, following established criteria
Explain the features, benefits, and advantages of Hartford Funds’ products and funds
Provide personalized, web-based hypothetical illustrations
Place supply orders for marketing materials
Follow up with representatives regarding questions and information receipt and understanding
Log phone calls into the computer system for tracking
Act as a liaison between the home office and field wholesalers
Assist in training and developing new employees
Once licensed, make outbound calls to financial advisors about new products, marketing ideas, and special meetings

Requirements

What you’ll need

Entry-level position
Passed the Securities Industry Essentials (SIE) Exam
Flexible and adaptable; ability to thrive in a 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
Ability to accept, create, and manage change
Willingness to quickly learn product lines, procedures, and workflows

Benefits

Comp & perks

Robust and ongoing training program
Opportunity to obtain securities licenses
Short-term or annual bonuses
Long-term incentives
On-the-spot recognition