17 advisor consultant jobs found in Wayne, PA

Internal Sales Consultant - 87SW5E 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.              Are you a highly motivated, self-starter with prior sales experience looking to grow their career in financial services? Would you like to use your strong communication skills to help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your career evolution. As an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory while conducting complex sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this...

Retail Sales Consultant - 87SX5E 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.              Location:   San Francisco Metro   Position Summary:   As an Advisor Consultant, you will be responsible for driving Hartford Funds sales by building deep relationships with financial advisors, strategic partners, and firms. You will be expected to leverage existing relationships and build new relationships with financial advisors in Wire and Non-Wire Channels covering the San Francisco Metro territory. You will be required to reside in the territory. Responsibilities: - Provide marketing support and customer service to financial advisors in the assigned territory - Present technical product knowledge in an innovative way - Regularly update...

Retail Sales Consultant - 87SX5E 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.              Location:   WA and AK   Position Summary:   As an Advisor Consultant, you will be responsible for driving Hartford Funds sales by building deep relationships with financial advisors, strategic partners, and firms. You will be expected to leverage existing relationships and build new relationships with financial advisors in Wire and Non-Wire Channels covering the WA and AK territory. You will be required to reside in the territory. Responsibilities: - Provide marketing support and customer service to financial advisors in the assigned territory - Present technical product knowledge in an innovative way - Regularly update advisors on industry...

Retail Sales Consultant - 87SX5E 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.              Overview of the role: 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...

Retail Sales Consultant - 87SX5E 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.              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...

Retail Sales Consultant - 87SX5E 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.              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...

Retail Sales Consultant - 87SX5E 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.              Overview of the role: 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...

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.              OVERVIEW OF THE ROLE 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...

RFP Consultant - 87VK5E 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.              Overview of the role: The RFP Specialist plays a critical role in the Request for Proposal (RFP/RFI) process for Hartford Funds’ retail and institutional businesses.  The role is responsible for ensuring that RFP responses are timely, thorough and accurate and promote new business and client retention opportunities.  The RFP Specialist will also participate in various initiatives designed to improve the overall efficiencies of the team. Responsibilities of the role: Preparing and responding to RFP and RFI requests; drafting responses that are thorough, accurate and highlight Hartford Funds’ products for competitive advantage and maximum impact....

ASG National Accounts Mgr - 87SQ3E 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.              Location:   This role will be covering RIAs across the entire country so no preference on location. Overview of the role: This role focuses on the largest RIA Aggregators across the country, particularly those with centralized models. The primary responsibility is to generate centralized model wins with Mega RIAs (such as Captrust, Creative Planning, Savant, Pathstone, Beacon Pointe, among others) and secure availability for Hartford Funds to be purchased by advisors who do not use their centralized model for geographic coverage. Responsibilities of the role: Understanding Hartford Funds mission and values Increase sales and grow...

Retail Sales Analyst - 87SX6E 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.              Position Summary:   The Business Development Consultant is responsible for driving sales of Hartford Funds’ products and solutions. This hybrid sales role requires building relationships and identifying new opportunities with financial advisors, strategic partners, and firms within a defined territory. Individuals in this role are required to reside in their geographic territory. Responsibilities: Proactive sales outreach to financial advisors and key contacts at firms in assigned territory via phone, email, virtual, and in-person meetings Cultivate strong relationships with our strategic partners, registered representatives, and firms Build an...

Retail Sales Analyst - 87SX6E 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.              Position Summary:   The Business Development Consultant is responsible for driving sales of Hartford Funds’ products and solutions. This hybrid sales role requires building relationships and identifying new opportunities with financial advisors, strategic partners, and firms within a defined territory. Individuals in this role are required to reside in their geographic territory. Responsibilities: Proactive sales outreach to financial advisors and key contacts at firms in assigned territory via phone, email, virtual, and in-person meetings Cultivate strong relationships with our strategic partners, registered representatives, and firms Build an...

Retail Sales Analyst - 87SX6E 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.              Position Summary:   The Business Development Consultant is responsible for driving sales of Hartford Funds’ products and solutions. This hybrid sales role requires building relationships and identifying new opportunities with financial advisors, strategic partners, and firms within a defined territory. Individuals in this role are required to reside in their geographic territory. Responsibilities: Proactive sales outreach to financial advisors and key contacts at firms in assigned territory via phone, email, virtual, and in-person meetings Cultivate strong relationships with our strategic partners, registered representatives, and firms Build an...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.  The Junior Investment Advisor is a developmental role responsible for supporting Senior Investment Advisors/Investment Advisors with client and portfolio management which includes but is not limited to meeting preparation, materials and research, etc.  In addition, the Junior Investment Advisor is responsible for working with individuals...

HUB International Limited (“HUB”) is the 5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 750 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. As a Plan Service Representative, you will be responsible for managing a block of existing business while applying exceptional service standards resulting in strong retention.  This position will be responsible for retirement plan design, investment counseling, enrollment, educational seminars, compliance, and risk management of company-sponsored retirement plans. Responsibilities: Provide consulting and investment advisory services for a specified block of company-sponsored retirement plans Work directly with Plan Sponsors to help them effectively manage their Retirement...

Company: Mercer Description: We are seeking a talented individual to join our Region Market Development team and manage a portfolio of large/jumbo client accounts at Mercer. This role will be based in our Philadelphia office. You will play a critical role in establishing trusted advisor relationships with our Philadelphia clients, working with top tier consulting talent across Mercer’s Practices and driving revenue growth. This is a hybrid role that has a requirement of working at least three days a week in the office. We will count on you to: Manage a portfolio of large/jumbo client accounts (5,000+ employees), ensuring client satisfaction and addressing escalated issues effectively. Grow client revenue by establishing internal and external networks and channels with key buyers while generating new business opportunities. Develop and maintain process rigor on business development leads, tracking activities, and driving teams toward success....

Company: Description: Marsh & McLennan Agency's East Region is a seeking an experienced Business Insurance Producer to join and contribute to the expansion of our growing Middle Market Business Insurance team. The Client Executive (Producer)’s primary responsibility is to find, engage and develop contacts with new Middle Market Business Insurance clients for the East Region of Marsh & McLennan Agency. The Producer will actively seek out cross selling opportunities with existing Employee Health & Benefits clients and cultivate relationships with the Graham Division Production Team to uncover referral opportunities that fit the Middle Market profile.   In addition, the Producer will work closely with the Account Executive and Client Service Representative on account strategy and renewals.   JOB FUNCTIONS & RESPONSIBILITIES: Develop Quality Accounts: The Producer should solicit accounts that meet Middle Market Business Unit criteria by way of...