Full-Time
Posted on 9/9/2024
Third-party asset management platform for advisors
$110k - $170kAnnually
Senior, Expert
No H1B Sponsorship
Chicago, IL, USA
Hybrid position requiring in-office presence.
AssetMark provides a third-party asset management platform that supports independent financial advisors in managing wealth and investment options. The platform offers a variety of investment solutions, advanced technology, and consulting services, all aimed at improving client experiences and operational efficiency. By acting as an extension of the advisor's team, AssetMark allows financial advisors to offer personalized guidance to their clients. Unlike many competitors, AssetMark focuses on empowering advisors with tailored support and resources, enabling them to concentrate on growing their practices. The company's goal is to enhance the capabilities of financial advisors, helping them to better serve their clients and navigate the complexities of the financial services industry.
Company Size
501-1,000
Company Stage
IPO
Total Funding
N/A
Headquarters
California
Founded
1996
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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
Assetmark Inc. acquired a new stake in Invesco S&P 500 Equal Weight Health Care ETF in the 3rd quarter valued at about $35,000.
Assetmark Inc. purchased a new stake in Franklin Resources in the 3rd quarter valued at about $46,000.
Assetmark Inc. purchased a new stake in La-Z-Boy in the third quarter valued at approximately $30,000.
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
Assetmark Inc. acquired a new stake in Rentokil Initial in the third quarter valued at about $36,000.