Advisor Support Consultant

Hartford Fire Insurance

Wayne, PA, US
Base: $55,000; bonus/equity: short-term or annual ...
Promptly respond to financial advisor calls
Explain mutual fund and etf product features
Place supply orders for marketing materials
This entry-level role offers the opportunity to learn Mutual Fund and ETF businesses while obtaining necessary securities licenses

Job Summary

  • This entry-level role offers the opportunity to learn Mutual Fund and ETF businesses while obtaining necessary securities licenses.
  • The position involves acting as a liaison between the home office and wholesalers to support financial advisors with product knowledge.
  • A robust and ongoing training program is provided to help new hires develop the skills needed to thrive in the financial services industry.

Matching Summary

Match Score: 85

This entry-level role offers the opportunity to learn Mutual Fund and ETF businesses while obtaining necessary securities licenses.

Salary

Base: $55,000; Bonus/Equity: Short-term or annual bonuses available; Benefits: On-the-spot recognition included

Skills & Requirements

Must-have

  • Promptly respond to financial advisor calls
  • Explain mutual fund and ETF product features
  • Place supply orders for marketing materials

Nice-to-have

  • Flexible and adaptable in fast-paced environment
  • Strong organizational and time management skills
  • Positive attitude willing to accept change

Key Requirements

  • Pass Securities Industry Essentials (SIE) Exam
  • Obtain Series 7 and 63 exams within first year
  • Entry level experience required

Work Rights

Not specified

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