Note: The job is a remote job and is open to candidates in USA. AssetMark is a leading provider of investment solutions for independent financial planners, seeking a Regional Consultant to lead a sales team within designated territories. The role involves collaborating with financial advisors to expand the distribution of AssetMark's platform offerings tailored to their needs.
Responsibilities
- Travel to advisor’s offices and advisor attended industry events to effectively present AssetMark’s value proposition
- Provide support to advisors with large client presentations as needed
- Work with new advisor to establish agreements with AssetMark and assist with transferring their book of business to the AssetMark platform
- Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base, and work with the advisor to evaluate potential solutions
- Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings
Skills
- Bachelor's degree in a business or finance field
- 5+ years of experience in the financial services industry
- 5+ years of in-person consultative sales experience
- Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required
- 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 proven ability to work independently
- Experience evaluating managed money platforms
- Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
- Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
- Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position
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
Company Overview