AssetMark
Job Description
As an Advisor Success Consultant for the leading provider of holistic support for independent financial advisors, you’ll join an elite sales team vital to successfully creating and managing relationships with advisors committed to meeting their clients’ financial wellness needs. In this high‑profile role, you’ll focus on retaining, uncovering, and cultivating the sales opportunities that represent the biggest impact on your territory.
You will work with a book of about 200 financial advisors who have added business to the platform in the last year and hold between $1‑$15M in AUM. The primary focus is to help retain assets on the AssetMark platform through relationship building, problem‑solving, and identifying areas where advisors can improve their practice growth trajectory.
Location: Based in Chicago, Phoenix, or Encino. Work schedule is hybrid, requiring in‑office and remote work. Expected travel to company and territory events is 30% of the time.
Responsibilities
Diagnose Advisor experience and reasons for Asset outflows and develop a plan with advisors to drive future growth with AssetMark.
Build long‑lasting relationships with advisors to retain assets on the AssetMark platform and mitigate risks of terminations.
Educate, advise, and consult with advisors on the AssetMark platform’s investment, service, business consulting, and client relationship offerings.
Promote growth in sales production with the existing advisor base by identifying additional advisor needs and opportunities.
Demonstrate expertise in consulting with advisors on portfolio construction and investment product details, both conceptually and specifically, during the point‑of‑sale interactions.
Cultivate an ongoing consultative relationship with the given book of business to foster more positive net flows vs. the prior year.
Leverage corporate and regional events to encourage face‑to‑face interaction with yourself as the advisor’s consultative business partner.
Collaborate within two ensemble teams of salespeople within the territory to develop best practices & initiatives specific to your geographical area.
Knowledge, Skills, and Abilities
Consultative sales approach.
History of success in previous roles while exceeding personal & sales goals.
Territory management skills.
Problem‑solving skills.
The ability to communicate and sell over the phone, by email, and in person.
Time management and organizational skills.
The ability to partner with a team.
A self‑starter who takes initiative and can work independently.
Experience selling managed money platforms.
Prior Salesforce.com experience.
Education & Experience
BA or BS (4‑year degree).
4+ years of experience in the financial services industry.
2+ years in the AssetMark Regional Consultant, National Consultant, Business Development Consultant, or Sales Consultant Role.
Experience in face‑to‑face and phone‑based sales.
Extensive public speaking experience.
FINRA licenses: SIE, Series 6, 63, and 65 or Series 7 and 66 are required.
Compensation Base salary ranges from $50,000 to $70,000. The position also offers an annualized Sales Incentive Plan target of up to $70,000, based on meeting clearly stated goals and metrics.
Benefits
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.
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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You will work with a book of about 200 financial advisors who have added business to the platform in the last year and hold between $1‑$15M in AUM. The primary focus is to help retain assets on the AssetMark platform through relationship building, problem‑solving, and identifying areas where advisors can improve their practice growth trajectory.
Location: Based in Chicago, Phoenix, or Encino. Work schedule is hybrid, requiring in‑office and remote work. Expected travel to company and territory events is 30% of the time.
Responsibilities
Diagnose Advisor experience and reasons for Asset outflows and develop a plan with advisors to drive future growth with AssetMark.
Build long‑lasting relationships with advisors to retain assets on the AssetMark platform and mitigate risks of terminations.
Educate, advise, and consult with advisors on the AssetMark platform’s investment, service, business consulting, and client relationship offerings.
Promote growth in sales production with the existing advisor base by identifying additional advisor needs and opportunities.
Demonstrate expertise in consulting with advisors on portfolio construction and investment product details, both conceptually and specifically, during the point‑of‑sale interactions.
Cultivate an ongoing consultative relationship with the given book of business to foster more positive net flows vs. the prior year.
Leverage corporate and regional events to encourage face‑to‑face interaction with yourself as the advisor’s consultative business partner.
Collaborate within two ensemble teams of salespeople within the territory to develop best practices & initiatives specific to your geographical area.
Knowledge, Skills, and Abilities
Consultative sales approach.
History of success in previous roles while exceeding personal & sales goals.
Territory management skills.
Problem‑solving skills.
The ability to communicate and sell over the phone, by email, and in person.
Time management and organizational skills.
The ability to partner with a team.
A self‑starter who takes initiative and can work independently.
Experience selling managed money platforms.
Prior Salesforce.com experience.
Education & Experience
BA or BS (4‑year degree).
4+ years of experience in the financial services industry.
2+ years in the AssetMark Regional Consultant, National Consultant, Business Development Consultant, or Sales Consultant Role.
Experience in face‑to‑face and phone‑based sales.
Extensive public speaking experience.
FINRA licenses: SIE, Series 6, 63, and 65 or Series 7 and 66 are required.
Compensation Base salary ranges from $50,000 to $70,000. The position also offers an annualized Sales Incentive Plan target of up to $70,000, based on meeting clearly stated goals and metrics.
Benefits
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.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
#J-18808-Ljbffr