Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.

The Job/What You’ll Do:

If you’re looking for a place to expand upon your budding skills, AssetMark offers you the opportunity to delve into a variety of work and interact with numerous departments within the organization. If you have a passion for learning and are serious about growing your skill set, let AssetMark be the bridge to your future! We look for you to bring initiative, resourcefulness, and the ability to make sound decisions while you balance vital responsibilities with grace. Your desire for a fast-paced and exciting environment will be realized in this internship opportunity with a company that is dedicated to the personal and professional development of its valued employees.

AssetMark’s Finance Internship Program provides an excellent opportunity for students to gain hands-on experience in the finance and accounting fields while developing a wide variety of technical and interpersonal skills. Interns will work with top Finance Leaders on challenging assignments in areas such as FP&A, forecasting, controllership, expense management, accounting, reporting, tax as well as operations analysis designed to stretch their abilities. Throughout their 10-week internship experience, interns will develop a network of peers and mentors that will be a constant source of encouragement and advice.

Successful candidates have a drive and a strong desire to work in a fast-paced, innovative, aggressive, change-oriented business environment with a strong desire to pursue corporate finance and accounting opportunities.

Knowledge, Skills, and Abilities:

• High aspirations for a career in the Finance/Accounting field
• Strong Finance and Accounting skill set
• High initiative and a strong desire to develop an exceptional work ethic
• Leadership, interpersonal, analytical, and critical thinking skills
• Demonstrated proficiency in oral and written communications
• Being tech-savvy is a plus as we work on various software applications
• Intermediate-Advanced knowledge of Microsoft Office® (Word, Excel, PowerPoint, Outlook)
• Present on project outcomes and learnings at the end of the internship

Education & Experience:

• Pursuing a Bachelor’s or Master’s degree in Accounting, Finance, or Business Administration with a concentration in Finance or Accounting; will consider recent graduates
• Preferred minimum GPA of 3.2 on a 4.0 scale

Internship Details:
Hourly wage: $17.00 per hour
Internship Duration: June 9th – August 15th

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

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Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/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

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.