Knowledge, Skills, Competencies

• Strong understanding of investment products, including mutual funds, ETFs, SMAs, and private market strategies
• Ability to communicate complex investment and wealth concepts in a clear and practical manner
• 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 both small and large group settings
• Ability to work collaboratively across internal teams and functions
• Self-starter with strong organizational and time management skills
• Comfortable working in a fast-paced, client-focused environment

Education & Experience

• 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

Compensation: The Base Salary range for this position is between $115,000-$135,000, as well as a highly competitive Sales Incentive Plan.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

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

Who We Are & What We Offer:

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.

We believe in:

• Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.

• Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

• Unyielding Integrity, doing what’s right, always. Even when it’s hard.

• Collective Respect, in being authentic, inclusive and valuing all voices while winning together.

• Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

• 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

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

Originally posted on Himalayas