Internal Wholesaler — Symmetry Partners

Job overview

The Internal Wholesaler role is listed in Glastonbury, CT; the posting does not specify a remote arrangement. Compensation is $75,000–$150,000 per year. Symmetry Partners is a registered investment advisor that provides independent financial advisors with evidence-based investment solutions and client-service resources. The role advances business development by converting qualified opportunities, growing assets under management, and supporting advisor relationships. It partners with external sales and Marketing to present investment solutions, monitor sales activity, and contribute to client engagement and firm growth.

What you'll do

• Identify and pursue business opportunities through networking, referrals, and outreach
• convert qualified leads and increase assets under management
• present investment and advisory solutions
• build relationships with clients, prospects, and industry partners
• collaborate with Marketing on sales campaigns and materials
• track sales metrics
• monitor industry, competitor, and regulatory developments
• and represent the firm at meetings, conferences, and industry events.

What we're looking for

Skills & competencies

internal wholesaler

glastonbury ct

full-time

financial services

investment solutions

advisor relationships

business development

asset growth

salesforce

hubspot

series 7

series 65

$75k–$150k

symmetry partners

Work arrangement

• Weekend coverage required

Why this role

Requires a bachelor’s degree, Series 7 and Series 65 licenses, and 5–7 years of financial-services sales experience. The role uses Salesforce, HubSpot, and Microsoft Office Suite.

About the employer

HR & Talent Acquisition is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.