The Job/What You’ll Do:
AssetMark is a leading wealth management platform dedicated to empowering financial advisors and the investors they serve. As we continue to expand our finance capabilities, we are establishing a new part-time finance role to enhance our operational excellence, strengthen our team capabilities, and support our long-term growth.
We are seeking a college student in the Concord, CA area to work part-time to support our Controllership function. This individual will play an important role in performing accounts receivable and other general accounting activities supporting Controllership.
This part-time, finance role is designed to give you real, hands-on experience from day one, working on meaningful projects that directly impact the business. You’ll gain exposure to innovative work, build professional skills through development opportunities, and be supported by a team that values your growth.
Responsibilities:
- Support internal and external reporting and audit activities
- Assisting the teams with core transactional accounts receivable and accounting tasks
- Supporting the development and/or enhancement of analysis, reports, and dashboards for our internal customers
- Providing administrative and analytical support to the Controllership team
- Supporting the team with ad hoc requests
- Other duties as assigned
Knowledge, Skills, Abilities:
- Familiar with basic accounting concepts, formulas, and terminology
Education & Experience:
- Currently enrolled in an undergraduate or graduate degree program in Accounting or Finance
Compensation: The compensation for this position is $25/hour.
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, for our people and for our investors. At AssetMark your ideas matter; they’re heard, 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, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and 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 do what’s right, 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.
Skills Required
- Currently enrolled in an undergraduate or graduate degree program in Accounting or Finance
- Familiarity with basic accounting concepts, formulas, and terminology
- Legally authorized to work in the United States
AssetMark Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AssetMark and has not been reviewed or approved by AssetMark.
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Healthcare Strength — Comprehensive medical, dental, and vision coverage is paired with mental health resources, HSAs/FSAs, and a wellness program with fitness reimbursement and incentives. These offerings extend beyond core insurance to support preventive care and overall wellbeing.
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Retirement Support — A 401(k) with company matching and a range of investment options is complemented by performance and recognition bonuses. Together they strengthen long‑term financial security and total rewards.
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Leave & Time Off Breadth — Salaried roles include flexible “unlimited” time off and paid sick time, while all employees receive paid holidays and a paid volunteer day. Additional leaves cover civic duties, military service, and bonding with a new child.
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What We Do
AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention. Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure an advisor’s business is running at its best, or offering a comprehensive suite of investment solutions.
