
HR & Talent Acquisition
HR & Talent Acquisition, a financial services company with 51-200 employees, is currently hiring. This presents an opportunity for professionals seeking roles in a growing company within the financial industry. HR & Talent Acquisition has three open positions: * **Symmetry Partners - Account Services Representative:** This on-site, full-time, non-exempt position reports to the Director of Operations. The Account Services Representative will support advisors with financial account-related servicing and maintenance needs. Key responsibilities include managing the account lifecycle, providing onboarding support, and offering guidance on platform usage. The role serves as a primary operational point of contact and handles account, advisor administration, and platform support casework. This role requires a strong understanding of account administration, proficiency in CRM software, financial platforms, organizational and time-management skills, and excellent communication skills. * **Symmetry Partners - External Sales Consultant - TX to KC:** This on-site role is seeking a results-oriented individual with a background in financial services. The External Sales Consultant will drive new business, support company growth objectives, and represent Symmetry Partners to advisors. Key responsibilities include identifying opportunities, converting leads to clients, presenting investment solutions, building relationships, and analyzing sales metrics. A Bachelor's degree is required, along with Series 7 and 65 licenses. The ideal candidate will have 5-7 years of sales experience. * **Symmetry Partners - Inside Sales Consultant:** This on-site position seeks a motivated, results-oriented sales professional with a financial services background. Key responsibilities include identifying new business opportunities, converting leads, presenting investment solutions, and building client relationships. This role requires a Bachelor's degree and Series 7 and 65 licenses. Candidates should have 5-7 years of sales experience. The job descriptions mention various technologies utilized by the company: * Account Administration * CRM software * Financial Platforms * Salesforce * HubSpot * Microsoft Office The three listed positions are all on-site roles. **1. What are the key responsibilities of the Account Services Representative position?** The Account Services Representative role involves supporting advisors with account servicing, onboarding, and platform usage, managing the account lifecycle, and handling service requests. **2. What licenses are required for the External Sales Consultant and Inside Sales Consultant positions?** Both the External Sales Consultant and Inside Sales Consultant positions require Series 7 and 65 licenses. **3. What qualifications are needed for the External Sales Consultant position?** The External Sales Consultant role requires a Bachelor's degree, 5-7 years of sales experience in financial services, and the Series 7 and 65 licenses. **4. What are the benefits offered by Symmetry Partners?** Symmetry Partners offers a competitive total rewards package, including a competitive base salary with performance-based bonuses, comprehensive health, dental, and vision insurance, and a retirement plan with company match. **5. What is the remote work policy for these positions?** All three positions are on-site.
About the Company
Symmetry Partners brings decades of experience and commitment to helping Advisors and their clients achieve their most important goals with confidence. We do this by drawing on extensive academic research — and Symmetry’s own — to engineer what we believe to be exceptional investment solutions. Our Evidence-Based mutual fund and ETF portfolios combine the best of active and passive and are grounded in extensive academic research, including the insights of 12 Nobel laureates. To help Advisors scale their businesses and deliver a better client experience, we also provide Marketing, Technology, and Operational services, consulting, and support. Disclosures: https://bit.ly/3wB1q7C
Quick Facts
Open Positions
3Founded in 1984, Symmetry Partners is a registered investment advisor committed to empowering independent financial advisors through evidence-based investment solutions and exceptional client service....
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....
The Account Services Representative is a full-time, non-exempt position reporting to the Director of Operations. This position is dedicated to supporting advisors with financial account-related servic...
