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Symmetry Partners Jobs (NOW HIRING)

Symmetry Partners

Internal Wholesaler

Glastonbury, CT · On-site

$75K/yr

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 ...

iServ, LLC

Barista - Symmetry Coffee Company

Ocala, FL · On-site

$10 - $12/hr

SYMMETRY COFFEE COMPANY Competitive Pay ~ Flexible Schedule ~ No Late Nights ~ Off Select Holidays ... partner of choice by honoring God and people. We pursue this by faithfully serving each other, our ...

Cibes Symmetry

Quality Technician

Roanoke, IL · On-site

$26 - $30/hr

Cibes|Symmetry is a leading provider of beautifully crafted, expertly engineered accessibility ... exclusive partner network. Our company continues to grow while enhancing benefits, maintaining ...

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$23K

$52.3K

$86.5K

How much do symmetry partners jobs pay per year?

As of Aug 6, 2026, the average yearly pay for symmetry partners in the United States is $52,274.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $59,000.00 per year, depending on experience, location, and employer.

What is Symmetry Partners?

Symmetry Partners is an investment advisory firm that provides financial planning and portfolio management services. They specialize in evidence-based investing, often utilizing academic research to guide their investment strategies. Symmetry Partners works primarily with financial advisors, offering them investment solutions, portfolio construction tools, and ongoing support. Their goal is to help advisors deliver better outcomes for their clients through diversified, low-cost, and disciplined investment approaches.

What are some common challenges financial advisors at Symmetry Partners face when working with clients?

Financial advisors at Symmetry Partners often encounter challenges such as communicating complex investment strategies in an understandable way, managing client expectations during volatile markets, and staying updated on regulatory changes. Advisors must also build and maintain strong client relationships while balancing administrative responsibilities and ongoing professional development. These challenges require strong interpersonal skills, adaptability, and a commitment to continuous learning to deliver the high level of service clients expect.

What are the key skills and qualifications needed to thrive as a financial advisor at Symmetry Partners?

To thrive as a Financial Advisor at Symmetry Partners, you need a solid background in finance or economics, typically supported by a bachelor's degree and relevant licenses such as Series 65 or CFP certification. Familiarity with portfolio management platforms, financial planning software, and CRM systems is essential. Exceptional interpersonal skills, active listening, and the ability to build trust with clients will help you stand out. These skills ensure you can effectively guide clients toward their financial goals while maintaining compliance and fostering long-term relationships.
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Symmetry Partners jobs near you
Infographic showing various Symmetry Partners job openings in the United States as of July 2026, with employment types broken down into 57% Full Time, 29% Part Time, and 14% Temporary. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $52,274 per year, or $25.1 per hour.

Symmetry Partners - Internal Wholesaler

HR & Talent Acquisition

Glastonbury, CT • On-site

Full-time

Re-posted 9 days ago

Job description

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 and regulatory developments, and assists in representing the firm through client interactions and industry events.

Responsibilities:

  • Identify and pursue new business opportunities through networking, referrals, and market outreach.
  • Convert qualified leads to new clients and increase assets under management (AUM).
  • Present and explain Symmetry Partners' full suite of investment and advisory solutions, including:
    • Model Portfolios
    • Tax-Loss Harvesting Solutions
    • Mutual Funds & ETFs
    • Separately Managed Accounts (SMAs)
    • Technology and Practice Management Solutions
  • Build and nurture strong relationships with clients, prospects, and industry partners.
  • Collaborate with Marketing to develop targeted sales campaigns and materials.
  • Track and analyze key sales metrics to identify trends and areas for improvement.
  • Stay informed on industry trends, competitor offerings, and regulatory changes.
  • Represent Symmetry Partners at conferences, client meetings, and industry events.

Minimum Competencies & Qualities:

  • Bachelor's degree required, preferably in Business, Finance, or a related field.
  • Series 7 and 65 licenses required
  • 5–7 years of sales experience in the financial services industry.
  • Proven ability to meet or exceed sales goals with a client-first approach.
  • Strong understanding of investment products and wealth management solutions.
  • Excellent communication, presentation, and relationship management skills.
  • Entrepreneurial mindset, self-starter, and collaborative team player.
  • Proficiency in Salesforce, HubSpot, and Microsoft Office Suite

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