Wealth Solutions Consultant

🔥 2 minutes ago

🌵 Arizona, Nevada, +3 more states – Remote

🌵 Arizona – Remote 🎰 Nevada – Remote 🌲 Oregon – Remote ⛷️ Utah – Remote ☕ Washington – Remote

💵 $115k - $135k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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AssetMark

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1996

💼 Consulting

💸 Finance

💳 Fintech

💰 Venture Round on 2016-12

Consulting • Finance • Fintech

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

• 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 wealth management strategies for HNW and UHNW clients • Engage advisors through in-person meetings, virtual presentations, and industry events • Promote the Private Wealth program and internally managed investment and wealth solutions • Support 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 Private Wealth and Wealth Solutions users • Own and execute a territory business plan • Maintain and manage a pipeline of 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

🎯 Requirements

• 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 clearly and practically • 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 small and large group settings • Ability to work collaboratively across internal teams and functions • Strong organizational and time management skills • Comfortable working in a fast-paced, client-focused environment • Must reside within the supported territory: Arizona, Nevada, Utah, Washington, or Oregon • Must be legally authorized to work in the US • Visa sponsorship is not provided

🏖️ 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 • Additional variable incentive compensation • Competitive benefits