As a Regional Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will lead a sales team within your designated territory to demonstrate how AssetMark differentiates its products and services in a competitive marketplace. You will collaborate directly with financial advisors to expand the distribution of AssetMark's platform offerings tailored to their needs.
This is a fully remote position. We are currently hiring for two positions with different territory assignments. For one position, candidates must reside in Colorado, New Mexico, or Wyoming. For the other position, candidates must reside in Illinois or Iowa.
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 $100,000-$125,000.
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 $275,000. Achievement of the Sales Incentive Plan target will be based on performance against clearly stated goals and metrics, with the opportunity to exceed target earnings through overachievement of established objectives/goals.
Responsibilities:
Travel to advisor’s offices and advisor attended industry events to effectively present AssetMark’s value proposition
Provide support to advisors with large client presentations as needed
Work with new advisor to establish agreements with AssetMark and assist with transferring their book of business to the AssetMark platform
Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base, and work with the advisor to evaluate potential solutions
Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings
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 proven ability to work independently
Experience evaluating managed money platforms
Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
Education & Experience:
Bachelor’s degree in a business or finance field
5+ years of experience in the financial services industry
5+ years of in-person consultative sales experience
Active FINRA licenses: Series 6, 63, and 65 and/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.
#LI-CR1
#LI-remote
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
- Bachelor's degree in business or finance
- 5+ years of experience in the financial services industry
- 5+ years of in-person consultative sales experience
- Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66
- Proven experience utilizing Salesforce or similar CRM tools
- Proficient in Microsoft Office applications (Excel, Word, PowerPoint)
- Experience evaluating managed money platforms
- Ability to travel to advisors' offices and industry events
- Strong time management, self-motivation, and ability to work independently
- Legal authorization to work in the US (no visa sponsorship)
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.
-
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.
-
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.
-
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.
AssetMark Insights
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.
