HR & Talent Acquisition
Glastonbury, CT
Founded in 1984, Symmetry Partners is a registered investment advisor committed to empowering independent financial advisors through evidence-based investment solutions and exceptional client service. We provide advisors with the tools, resources, and expertise they need to help their clients achieve financial success. Our culture is built on integrity, collaboration, and a relentless commitment to putting clients first.
Position Overview
The Internal Wholesaler supports business development efforts by identifying and advancing new opportunities, converting leads, and contributing to the growth of assets under management. This role partners closely with external sales to present Symmetry Partners' investment and advisory solutions, build and maintain relationships with advisors and prospects, and support ongoing client engagement. The position also collaborates with Marketing on targeted initiatives, monitors sales activity and performance metrics, stays current on industry...