Wealth Solutions Consultant – Private Wealth

🕒 Setembro 11

🐊 Florida, Texas – Remoto

🐊 Florida – Remote 🤠 Texas – Remote

💵 $130.000 - $150.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💻 Engenheiro de Soluções

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AssetMark

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1996

💼 Consultoria

💸 Finanças

💳 Fintech

💰 Venture Round em 2016-12

Consulting • Finance • Fintech

A AssetMark é uma provedora líder de soluções abrangentes de gestão de patrimônio e tecnologia, apoiando consultores financeiros com as ferramentas de que precisam para atender às necessidades em evolução de seus clientes. A empresa oferece uma variedade de serviços, incluindo gestão de investimentos, vendas e serviços digitais, e serviços de aposentadoria. A AssetMark trabalha em estreita colaboração com consultores independentes, equipes de consultores e consultores de investimentos registrados para melhorar os relacionamentos com os clientes, simplificar operações e possibilitar o crescimento dos negócios. Sua plataforma oferece soluções de investimento curadas e suporte personalizado, ajudando os consultores a se concentrarem mais em promover o sucesso dos clientes.

Descrição

• Drive adoption of AssetMark’s Private Wealth offering and other Wealth Solutions capabilities within a defined territory • Partner with financial advisors to develop customized investment portfolios and comprehensive wealth management strategies for HNW and UHNW clients • Engage advisors through in-person meetings, virtual presentations, and events • Promote the Private Wealth program and internally managed investment and wealth solutions • Support advisors in portfolio construction and wealth strategy, including tax-aware investing and planning • Collaborate with AssetMark sales teams to identify, develop, and advance opportunities • Develop new advisor relationships through proactive external sales activity • Maintain relationships with existing users of Private Wealth and AssetMark Wealth Solutions products and services • Own and execute a territory business plan focused on advisor relationships and growth • Maintain an active pipeline and track opportunities through the sales cycle • Represent AssetMark Wealth Solutions at advisor events, conferences, and client meetings • Work with Advanced Planning, Client Portfolio Managers, and Investment Strategy teams to deliver integrated solutions • Provide market feedback on advisor needs, competitive positioning, and product opportunities • Travel regularly within the assigned territory

🎯 Requisitos

• 5–7+ years of experience in external sales, wholesaling, or advisor-facing roles within asset or wealth management • Experience selling investment solutions to financial advisors required • Experience working with independent financial advisors (RIA and/or broker-dealer channels) preferred • Exposure to high-net-worth or ultra-high-net-worth client segments preferred • Bachelor’s degree required • MBA, CFA, CFP, CAIA, or similar professional designation preferred • FINRA Series 7 and 66 (or ability to obtain) required • Strong understanding of investment products, including mutual funds, ETFs, SMAs, and private market strategies • Ability to communicate complex investment and wealth concepts in a clear and practical manner • Experience engaging with financial advisors and supporting high-net-worth client needs • Strong relationship management and business development skills • Ability to manage a territory and prioritize activities effectively • Proven presentation skills in both small and large group settings • Ability to work collaboratively across internal teams and functions • Self-starter with strong organizational and time management skills • Comfortable working in a fast-paced, client-focused environment • Candidates must be legally authorized to work in the US • AssetMark is unable to provide visa sponsorship for this position

🏖️ Benefícios

• Highly competitive and uncapped Sales Incentive Plan • Competitive benefits • 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