Full-Time

Sales Consultant

Confirmed live in the last 24 hours

AssetMark

AssetMark

501-1,000 employees

Third-party asset management platform for advisors

Consulting
Financial Services

Compensation Overview

$50k - $55kAnnually

+ Sales Incentive Plan up to $30,000

Junior, Mid

No H1B Sponsorship

Chicago, IL, USA + 1 more

More locations: Phoenix, AZ, USA

Candidates must be able to accommodate a hybrid work schedule.

Category
Inside Sales
Sales & Account Management
Required Skills
Word/Pages/Docs
Salesforce
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

You match the following AssetMark's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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 a proven ability to work independently
  • Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
  • Experience evaluating managed money platforms
  • Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
  • Bachelor’s degree in a business or finance field
  • 2+ years of experience in the financial services industry
  • Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required
Responsibilities
  • Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base to assist them in evaluating potential solutions
  • Educate, influence, and persuade advisors on the key benefits of various platform offerings considering their business needs
  • Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities
  • Keep up to date with relevant investment information, including platform updates, marketing materials, operational changes, industry news, and market events
  • Proactive and continuous outreach to prospective clients through cold calling utilizing focused lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, marketing campaign leads, etc.) while maintaining a sales pipeline

AssetMark provides a platform for third-party asset management aimed at supporting financial advisors. The company offers a variety of investment solutions, advanced technology, and consulting services to help advisors manage wealth and investment options for their clients. AssetMark's services act as an extension of the advisor's team, allowing them to offer personalized guidance and improve client experiences. Unlike many competitors, AssetMark focuses on empowering independent financial advisors with tailored support and resources, enabling them to operate more efficiently. The goal of AssetMark is to help financial advisors grow their practices while effectively serving their clients.

Company Size

501-1,000

Company Stage

IPO

Total Funding

N/A

Headquarters

California

Founded

1996

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for personalized financial planning drives growth in wealth management.
  • Strategic acquisitions, like Morningstar's TAMP assets, boost AssetMark's service offerings.
  • AI integration enhances advisors' ability to deliver tailored investment solutions efficiently.

What critics are saying

  • Competition from fintech startups may pressure AssetMark's fee-based revenue model.
  • Continuous tech upgrades may strain AssetMark's financial resources.
  • Regulatory scrutiny could increase compliance costs for AssetMark.

What makes AssetMark unique

  • AssetMark integrates advanced AI capabilities to enhance personalized investment solutions.
  • The company offers a comprehensive suite of investment solutions and consulting services.
  • AssetMark's strategic alliances, like with Morningstar, expand its service offerings and client base.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Sick Leave

Paid Vacation

Hybrid Work Options

Health Savings Account/Flexible Spending Account

Volunteer Time Off

Professional Development Budget

Fitness Reimbursement

Company News

GlobeNewswire
Dec 10th, 2024
Assetmark Appoints Erin Wood As Senior Vice President Of Advanced Planning

CONCORD, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the appointment of Erin Wood, CFP®, FBS®, as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark’s advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer to support financial advisors as they address the evolving needs of investors across the wealth spectrum. Wood joins AssetMark with over two decades of experience leading financial planning teams and building innovative solutions across a range of disciplines, including trust and estate, tax planning, insurance, and retirement services. She previously held senior leadership positions at the Carson Group and First National Bank of Omaha, where she developed and scaled advanced planning capabilities and helped advisors deliver those services to clients. "Erin brings unparalleled expertise and a deep commitment to empowering advisors to succeed in an increasingly complex financial planning landscape that extends beyond traditional investment management to include advanced planning strategies," said David McNatt, EVP, Investment Solutions at AssetMark

ETF Daily News
Dec 3rd, 2024
Townsquare Capital LLC Lowers Stock Holdings in Rentokil Initial plc (NYSE:RTO)

Assetmark Inc. acquired a new stake in Rentokil Initial in the third quarter valued at about $36,000.

GlobeNewswire
Dec 2nd, 2024
Assetmark Completes Acquisition Of Key Tamp Business Assets In Strategic Alliance With Morningstar Wealth

CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth’s Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark’s platform, broadening its array of investment solutions for financial advisors and their clients. “The alliance between Morningstar Wealth and our acquisition of their TAMP assets marks a significant milestone for our company, our advisors, and their clients,” said Michael Kim, President and CEO of AssetMark. “We are thrilled to welcome advisors that currently utilize Morningstar Wealth to the AssetMark Platform. These advisors will gain access to our expansive suite of renowned investment solutions, tailored high-net-worth services, cutting-edge technology, and exceptional service, empowering them to scale and grow their businesses more efficiently

FF News
Nov 22nd, 2024
Assetmark Adds Tifin Ai Capabilities To Enhance And Scale Its Industry-Leading Wealth Management Platform

TIFIN Sage, an advanced AI-powered investment platform and a division of TIFIN, is pleased to announce an expanded collaboration with AssetMark, a leading provider of wealth management and technology solutions for financial advisors. AssetMark will incorporate TIFIN Sage’s cutting-edge AI capabilities into its wealth management platform through its investment consulting services, enabling AssetMark to streamline high-touch, personalized engagements. Through the integration of TIFIN Sage’s AI capabilities, AssetMark aims to enable its investment consultants to rapidly gather insights, align advisory firm inputs, and deliver tailored model portfolios for an advisor’s practice with greater efficiency.This increased scalability not only meets the rising demand within AssetMark’s advisor network for individualized investment services but also empowers the organization to engage with incremental firms while preserving AssetMark’s exceptional service quality.“We are excited to partner with AssetMark, a leader in wealth management, to integrate TIFIN Sage’s advanced AI-powered platform into its consulting process,” said Brooke Juniper, Chief Executive Officer of TIFIN Sage. “This partnership enables AssetMark to scale its comprehensive, high-touch portfolio construction services, equipping advisors to refine the client experience and deliver enhanced wealth outcomes.”David McNatt, EVP of Investment Solutions at AssetMark, commented, “The collaboration with TIFIN Sage is another step in our transformative journey to integrate AI-driven insights directly into our platform. Our relationship with TIFIN Sage will enable our consulting team to engage additional clients while strengthening the quality of support we provide. TIFIN Sage’s AI technology helps us empower more advisor practices and drive client outcomes in a rapidly evolving wealth management landscape.”Building on AssetMark’s successful collaboration with TIFIN Give (another TIFIN subsidiary), this agreement reinforces a shared commitment to driving innovation and delivering impactful wealth solutions that elevate outcomes for advisors and their clients

New York Travel Daily
Sep 5th, 2024
AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion

Concurrent with the closing, AssetMark announced the appointment of Lou Maiuri to the role of Chairman and Group CEO of its parent company, AssetMark Financial Holdings, Inc.

Plan Adviser
Jun 21st, 2024
AssetMark Acquires $12 Billion in Wealth TAMP Assets from Morningstar

AssetMark acquires $12 billion in wealth TAMP assets from morningstar.

Coverage
Jun 21st, 2024
Assetmark To Acquire Assets From Morningstar Wealth Tamp

Wealth management platform. AssetMark <i class="fa fa-info-circle company-popover" data-content="h3AssetMark/h3. div

CSIMarket
Jun 20th, 2024
AssetMark and Morningstar Form Strategic Alliance

AssetMark, Inc., a subsidiary of AssetMark Financial Holdings, Inc., has formed a strategic alliance with Morningstar Wealth, a division of Morningstar, Inc. (Nasdaq: MORN). This partnership includes the acquisition of assets from Morningstar's Turnkey Asset Management Program (TAMP) business. The alliance aims to combine AssetMark's technology and advisor network with Morningstar Wealth's analytics and investment management solutions, enhancing both companies' offerings and capabilities.

Citywire
Jun 20th, 2024
Morningstar closes Tamp business, sells $12bn of assets to AssetMark

Morningstar Wealth has entered into a 'strategic alliance' with AssetMark to sell all assets from the Morningstar Wealth Turnkey Asset Management Platform (Tamp) to the wealth management platform.

Wealth Management
Jun 17th, 2024
AssetMark Announces Strategic Collaboration with TIFIN Give

AssetMark announces strategic collaboration with TIFIN Give.