AssetMark
Job Description
The Job/What You'll Do
As a National Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will manage an existing book of business that consists of advisors who are actively engaging with AssetMark. Your role will involve supporting these advisors in growing their businesses by utilizing the various resources and initiatives available on the AssetMark platform. You will be equipped with the necessary tools, products, ideas, and support to help these advisors maximize their impact within their communities. In this high-profile role, you will focus on identifying, developing, and retaining sales opportunities that have the most significant impact on your territory.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL or Phoenix, AZ.
Responsibilities
Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings
Educate, influence, and persuade advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings, considering their business needs
Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning, and investment allocations
Design innovative re-engagement campaigns to win back assets from advisors who have not recently conducted business with AssetMark
Effectively present AssetMark’s value proposition at advisor-attended events
Expected travel to company and territory events is 30% for this position
Knowledge, Skills, and Abilities
Strong time management and organizational skills
Ability to foster a cohesive and supportive team environment
Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
Self-motivated with the proven ability to work independently
Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
Experience evaluating managed money platforms
Education & Experience
Bachelor’s degree in a business or finance field
4 + years of experience in the financial services industry
4+ years of phone and in-person sales experience
Active FINRA: Series 6, 63, and 65, or Series 7 and 66 are required
The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.
Compensation: The Base Salary range for this position is between $67,500-$95,000 .
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $95,000 . The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Who We Are & What We Offer We are AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors,forour peopleandforourinvestors.At AssetMarkyour ideas matter;they’reheard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values Heart. Client Success. Integrity. Respect.Excellence. Our values are how we show up every day.
We believe in
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doingwhat’sright, always. Even whenit’shard.
Collective Respect, in being authentic,inclusiveand valuing all voices while winning together.
Operatingwith Excellence, in learning fast, continuously improving,innovatingand collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits Our culture brings our mission and values to life. Here, we dowhat’sright, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
#J-18808-Ljbffr
As a National Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will manage an existing book of business that consists of advisors who are actively engaging with AssetMark. Your role will involve supporting these advisors in growing their businesses by utilizing the various resources and initiatives available on the AssetMark platform. You will be equipped with the necessary tools, products, ideas, and support to help these advisors maximize their impact within their communities. In this high-profile role, you will focus on identifying, developing, and retaining sales opportunities that have the most significant impact on your territory.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL or Phoenix, AZ.
Responsibilities
Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings
Educate, influence, and persuade advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings, considering their business needs
Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning, and investment allocations
Design innovative re-engagement campaigns to win back assets from advisors who have not recently conducted business with AssetMark
Effectively present AssetMark’s value proposition at advisor-attended events
Expected travel to company and territory events is 30% for this position
Knowledge, Skills, and Abilities
Strong time management and organizational skills
Ability to foster a cohesive and supportive team environment
Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
Self-motivated with the proven ability to work independently
Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
Experience evaluating managed money platforms
Education & Experience
Bachelor’s degree in a business or finance field
4 + years of experience in the financial services industry
4+ years of phone and in-person sales experience
Active FINRA: Series 6, 63, and 65, or Series 7 and 66 are required
The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.
Compensation: The Base Salary range for this position is between $67,500-$95,000 .
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $95,000 . The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Who We Are & What We Offer We are AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors,forour peopleandforourinvestors.At AssetMarkyour ideas matter;they’reheard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values Heart. Client Success. Integrity. Respect.Excellence. Our values are how we show up every day.
We believe in
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doingwhat’sright, always. Even whenit’shard.
Collective Respect, in being authentic,inclusiveand valuing all voices while winning together.
Operatingwith Excellence, in learning fast, continuously improving,innovatingand collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits Our culture brings our mission and values to life. Here, we dowhat’sright, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
#J-18808-Ljbffr