Note: The job is a remote job and is open to candidates in USA. AssetMark is a strategic provider of investment and consulting solutions for independent financial advisors. The Wealth Solutions Consultant role drives adoption of Private Wealth and other wealth management offerings within an assigned territory, combining consultative sales, business development, and relationship management. The role supports advisors with portfolio construction, wealth strategies, presentations, and customized solutions for high-net-worth and ultra-high-net-worth clients.
Responsibilities
- Drive adoption of AssetMark’s Private Wealth offering by partnering with financial advisors to develop customized investment portfolios and comprehensive wealth management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients
- Engage directly with advisors through in-person meetings, virtual presentations, and events to deliver investment and wealth solutions insights
- Promote and drive adoption of the Private Wealth program as a primary offering but embracing a consultative approach that also supports the distribution of internally managed investment and wealth solutions available on the platform
- Support advisors in portfolio construction and wealth strategy, including tax-aware investing and planning for HNW and UHNW clients
- Collaborate with AssetMark sales teams (Client Solutions Group) to identify, develop, and advance opportunities within existing advisor relationships
- Develop new advisor relationships through proactive external sales activity while maintaining relationships with existing users of Private Wealth and AssetMark Wealth Solutions products and services
- Own and execute a territory business plan focused on building strong relationships with financial advisors and driving growth across AssetMark Wealth Solutions offerings
- Maintain an active and well-managed pipeline of opportunities, tracking progress through the sales cycle
- Represent AssetMark Wealth Solutions at advisor events, conferences, and client meetings, delivering presentations in both individual and group settings
- Work with Wealth Solutions specialists, including Advanced Planning, Client Portfolio Managers (CPMs), and Investment Strategy teams, to deliver integrated solutions tailored to advisor and client needs
- Provide market feedback on advisor needs, competitive positioning, and product opportunities
Skills
- 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
- 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
- Bachelor's degree required
- FINRA Series 7 and 66 (or ability to obtain) required
- Candidates must reside within the territory they will support: Arizona, Nevada, Utah, Washington, or Oregon
- Candidates must be legally authorized to work in the US to be considered
- 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
- MBA, CFA, CFP, CAIA, or similar professional designation preferred
Benefits
- Sales Incentive Plan
- 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
- Fully remote position
Company Overview