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Compensation and Benefits:
- Base salary range of $100,000-$125,000 plus a competitive sales incentive plan target up to $275,000.
- Benefits include flex time or PTO, sick time off, 401(k) with 6% employer match, medical, dental, vision, HSA, and fitness reimbursement.
- Career development, volunteer time off, and a hybrid work schedule are also offered.
Qualifications and Requirements:
- Bachelor's degree in business or finance, 5+ years in financial services, and 5+ years in consultative sales.
- Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required.
- Must be legally authorized to work in the US; no visa sponsorship available.
Responsibilities and Work Environment:
- Travel to advisor offices and industry events, provide support for client presentations, and assist with onboarding new advisors.
- Evaluate advisor needs and educate them on AssetMark's wealth management platform and practice management offerings.
- This is a fully remote position with territory assignments in Colorado, New Mexico, Wyoming, Illinois, or Iowa.
AssetMark
AssetMark provides investment solutions for independent financial planners, combining technology, support, and consulting. The company boasts over 10,500 advisors and $150B+ AUM, with a culture centered on heart, client success, integrity, respect, and excellence.