Regional Consultant

The Job/What You’ll Do:
 

As a Regional Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will lead a sales team within your designated territory to demonstrate how AssetMark differentiates its products and services in a competitive marketplace. You will collaborate directly with financial advisors to expand the distribution of AssetMark's platform offerings tailored to their needs.
 

This is a fully remote position; however, candidates must reside in the Northern California market.

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 the 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

Knowledge, Skills, and Abilities:

• 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
• Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings

Education & Experience:

• 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

The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.

Compensation: The Base Salary range for this position is between $100,000-$125,000.

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.

Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $275,000. Achievement of the Sales Incentive Plan target will be based on performance against clearly stated goals and metrics, with the opportunity to exceed target earnings through overachievement of established objectives/goals.

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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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.