Job Description:
The Job/What You'll Do:
As a National Consultant at AssetMark, you will manage a book of actively engaged advisors, partnering with them to accelerate business growth through our comprehensive suite of tools, investment solutions, and practice management resources. This highly visible role offers the opportunity to build meaningful, long-term relationships while driving strategic sales opportunities that directly influence the success of your territory and the advisors you support.
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.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Phoenix, AZ or Chicago, IL.
Responsibilities:
- Advise prospective advisors on AssetMark’s wealth management platform, investment solutions, and client engagement offerings
- Communicate the benefits of platform features and guide advisors in selecting solutions that align with their business needs
- Provide consultative support on product details, performance, portfolio positioning, and investment allocations
- Develop and implement campaigns to re-engage advisors who are not currently active on the platform
- Deliver clear, compelling presentations on AssetMark’s value proposition at advisor-focused events
- Travel up to 30% to attend company, client, and territory events.
Knowledge, Skills, and Abilities:
- Excellent time management, organizational, and prioritization skills in a fast-paced environment
- Collaborative mindset with the ability to build supportive teams and work independently with self-motivation
- Proficient in using Salesforce or similar CRM tools to manage pipelines and territories effectively
- Skilled in evaluating managed money platforms and investment solutions
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 licenses: Series 6, 63, and 65 or Series 7 and 66 are required
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
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Who We Are & What We Offer:
AssetMark’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. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
- Flex Time Off or Paid Time/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.
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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.
