Talent.com
Symmetry Partners External Sales Consultant East Coast
Symmetry Partners External Sales Consultant East CoastHR & Talent Acquisition • New York City, New York, USA
Symmetry Partners External Sales Consultant East Coast

Symmetry Partners External Sales Consultant East Coast

HR & Talent Acquisition • New York City, New York, USA
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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

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

  • Bachelors degree required preferably in Business Finance or a related field.
  • Series 7 and 65 licenses required
  • 57 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.

    Required Experience :

    Intern

    Key Skills

    Change Management,Access Control System,Customer Service,B2C,Civil Quality Control,Broadcast

    Employment Type : Intern

    Experience : years

    Vacancy : 1

    [job_alerts.create_a_job]

    Sales Consultant • New York City, New York, USA

    [internal_linking.similar_jobs]
    Sales Consultant

    Sales Consultant

    High Rise Capital • New York, NY, US
    [job_card.full_time]
    We're seeking Sales Consultants to join our commercial finance team, helping small and mid-sized businesses access capital solutions that fuel their growth. In this role, you'll act as a tru...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Online Consumer Insights Contributor (Hiring Immediately)

    Online Consumer Insights Contributor (Hiring Immediately)

    Earn Haus • Keansburg, New Jersey, US
    [job_card.full_time] +1
    We are urgently looking for people interested in taking online surveys for Fortune 500 brands.If you are a self-starter, looking for flexible hours throughout the week, this may be for you! Earn up...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Consultant

    Sales Consultant

    Quality Chevrolet GMC • Englewood, NJ, US
    [job_card.full_time]
    About Us : We are a growing dealership located in Englewood we are looking for additional Sales Representatives to meet the demands of our customers. We are looking to reach a new level in sales...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Outside Sales Account Manager

    Outside Sales Account Manager

    The New Haven Companies. Inc. • Carlstadt, NJ, US
    [job_card.full_time]
    Job Title : Regional Account Manager – The New Haven Companies, Inc.DBA New Haven Moving Equipment.Prefer candidate lives within 50 miles of Carlstadt, NJ). The New Haven Companies is seeking a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Outside Sales Representative

    Outside Sales Representative

    Uline • New York, NY, US
    [job_card.full_time]
    Pay from $85,000 to $135,000 per year.Uline, a name millions of businesses across North America know and trust, is looking for an experienced Outside Sales Representative to build our growing New Y...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Part Time Retail Sales Consultant

    Part Time Retail Sales Consultant

    AT&T • Harrington Park, NJ, US
    [job_card.part_time]
    Job Description : ! Our Retail Careers come with awesome perks and may include additional starting pay if you are bilingual. Great things are in store! Our part-time careers allow you to optimize you...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Eatontown, New Jersey, US
    [filters.remote]
    [job_card.temporary]
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales and Installer Territory manager

    Sales and Installer Territory manager

    GASKET GUY OF JACKSONVILLE LLC • West Long Branch, NJ, US
    [job_card.full_time]
    We are the largest installer of commercial gaskets in North America.We work Monday thru Friday 7-4.Ability to easily communicate with clients.[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Representative - Climate Control

    Sales Representative - Climate Control

    Sunbelt Rentals • Bronx, NY, United States
    [job_card.full_time]
    Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry.From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Outside Sales

    Outside Sales

    HOLLY HUNT • New York, New York, US
    [job_card.full_time]
    Why join us? For nearly four decades, Holly Hunt has been the defining voice in modern luxury interiors.We offer exquisite furnishings, an unparalleled showroom experience, and unwavering service t...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Commercial Lines Account Manager | Remote Days

    Commercial Lines Account Manager | Remote Days

    APR • Tinton Falls, NJ, US
    [filters.remote]
    [job_card.full_time]
    Commercial Lines Account Manager | Hybrid work.Commercial Lines Account Manager.Small Business to Middle Market Clients.This position can be fully remote with occasional visits to the office for th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Outside Sales Representative (Hiring Immediately)

    Outside Sales Representative (Hiring Immediately)

    Optimum • Union City, NJ, US
    [job_card.full_time] +1
    Are you looking to Optimize your life? Start your exciting path to a rewarding career today!.We are Optimum, a leader in the fast-paced world of connectivity, and we're on the hunt for enthusiastic...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Sales Consultant Off PremiseBrooklynStaten Island

    Sales Consultant Off PremiseBrooklynStaten Island

    Southern Glazer's • Brooklyn, New York, USA
    [job_card.full_time]
    Territory Location : Brooklyn / Staten Island.Shape a remarkable future with us.Build a career working for an industry leader that truly invests in their people and equips them with leading technolog...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Development Manager (Tinton Falls)

    Business Development Manager (Tinton Falls)

    The Kiely Family of Companies • Tinton Falls, New Jersey, US
    [job_card.part_time]
    Since 1952, Kiely Family of Companies has been building lasting relationships and delivering innovative design-build solutions that put our customers success first. Recognized on the ENR 400, 500, a...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Solar Installer (2+ Years Experience)

    Solar Installer (2+ Years Experience)

    Solar X • Neptune City, NJ, US
    [job_card.full_time]
    Job Title : Solar Service Technician (O&M / RNR) / Lead Solar Installer.Only apply if you live in New Jersey •.Solar X LLC is seeking a Solar Service Technician to perform installations, troubles...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Commercial Lines Senior Client Manager - NJ / NY Metro

    Commercial Lines Senior Client Manager - NJ / NY Metro

    World Insurance Associates, LLC. • Atlantic Highlands, NJ, US
    [job_card.full_time]
    World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is on...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sales Consultant - Connecticut

    Sales Consultant - Connecticut

    Buckhead Meat and Seafood • New York, NY, United States
    [job_card.full_time]
    This position carries out and achieves a sales plan assigned by the Sysco Specialty Meat Group (SSMG) company.This individual achieves maximum sales profitability, growth and account penetration wi...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Residential Sales Consultant

    Residential Sales Consultant

    Erie Home • Mahwah, NJ, US
    [job_card.full_time]
    Close More Deals | Earn More Money | $125,000 - $250,000 Annually.At Erie Home, a leading provider of residential roofing solutions, we set you up for success – pre-qualified leads, paid trai...[show_more]
    [last_updated.last_updated_30] • [promoted]