What are the responsibilities and job description for the External Wholesaler - TX, OK, MO Region position at Symmetry Partners?
This position is to cover a territory between Kansas City and Texas and the person in this role can be based anywhere within the territory.
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
Symmetry Partners is seeking a motivated and results-oriented External Sales Consultant to join our growing team. The ideal candidate will have a strong background in financial services, demonstrated sales success, and a passion for building and maintaining long-term client relationships. This individual will play a key role in driving new business, supporting company growth objectives, and representing Symmetry Partners as a trusted resource for advisors.
Key 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.
Qualifications
- 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.
- Willingness to travel up to 50%.
- Proficiency in Salesforce, HubSpot, and Microsoft Office Suite; familiarity with platforms such as Orion, Envestnet, or AssetMark preferred.
Compensation & Benefits
Symmetry Partners offers a competitive total rewards package, which includes:
- Competitive base salary and performance-based bonuses
- Comprehensive health, dental, and vision insurance
- Retirement plan with company match
- Professional development and growth opportunities
Salary range will vary based on experience, skills, and performance.
Equal Opportunity Employer
Symmetry Partners is proud to be an Equal Opportunity Employer. We value diversity and are committed to fostering an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, or veteran status.
Pay: $125,000.00 - $500,000.00 per year
Benefits:
- Work from home
Work Location: On the road
Salary : $125,000 - $500,000