Advisor Consultant - San Jose (cross-channel)

The Hartford

Wayne, PA, United States
Base: $75,000 - $100,000; bonus/equity: not specif...
Building relationships with financial advisors
Increasing market share
Travel required 80% of the time
The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory

Job Summary

  • The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory.
  • Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors.
  • Successful Advisor Consultants will possess key competencies that set them apart.

Matching Summary

The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory.

Salary

Base: $75,000 - $100,000; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Building relationships with financial advisors
  • Increasing market share
  • Travel required 80% of the time

Nice-to-have

  • Confident public speaker
  • Resourceful problem solver
  • Strong team player

Key Requirements

  • Bachelor’s Degree in business or related field
  • Fully licensed (Series 7, Series 63)
  • Minimum of five years of external wholesaling experience

Work Rights

Not specified

Tailored Resume

Cover Letter