Regional Consultant

🔥 2 minutes ago

⛰️ Colorado, Illinois, +3 more states – Remote

⛰️ Colorado – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌶️ New Mexico – Remote 🦬 Wyoming – Remote

💵 $100k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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AssetMark

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1996

💸 Finance

💳 Fintech

🤝 B2B

💰 Venture Round on 2016-12

Finance • Fintech • B2B

AssetMark is a leading provider of comprehensive wealth management and technology solutions, supporting financial advisors with the tools they need to meet their clients' evolving needs. The company offers a variety of services including investment management, digital sales and service, and retirement services. AssetMark works closely with independent advisors, advisor teams, and registered investment advisors to enhance client relationships, streamline operations, and enable business growth. Their platform offers curated investment solutions and personalized support, helping advisors focus more on fostering client success.

📋 Description

• Lead a sales team within your designated territory to demonstrate AssetMark’s product and service differentiation • Collaborate directly with financial advisors to expand distribution of AssetMark’s offerings tailored to their needs • Travel to advisor’s offices and industry events to present AssetMark’s value proposition • Provide support to advisors with large client presentations as needed • Work with new advisors to establish agreements with AssetMark and assist with transferring their book of business • Identify individual objectives, circumstances, and needs of the advisor’s business • Educate, advise, and consult prospective advisors on our wealth management platform

🎯 Requirements

• 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 • 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) • Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

🏖️ 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