Advisor Success Consultant
About The Position
The Advisor Success Consultant is part of an elite sales team responsible for creating and managing relationships with independent financial advisors. The role focuses on retaining assets, identifying and cultivating sales opportunities, and helping advisors improve their practice growth. Each consultant manages a book of about 200 financial advisors who have added business to the platform in the last year and hold between $1 million and $15 million in assets under management. The consultant builds relationships, solves problems, and advises on AssetMark’s investment, service, business consulting, and client relationship offerings. The position is based near an AssetMark office, with a hybrid schedule combining office and home work. Expected travel to company and territory events is 30%.
Requirements
- Bachelor of Arts or Bachelor of Science (four-year degree).
- At least 4 years of experience in the financial services industry.
- At least 2 years in an 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.
- Required FINRA licenses: SIE, Series 6, 63, and 65, or Series 7 and 66.
- Consultative sales approach.
- History of success in previous roles while exceeding personal and sales goals.
- Territory management and problem-solving skills.
- Ability to communicate and sell over the phone, by email, and in person.
- Time management and organizational skills.
- Ability to partner with a team.
- Self-starter who takes initiative and can work independently.
- Candidates must be legally authorized to work in the United States; visa sponsorship is unavailable.
Nice To Haves
- Experience selling managed money platforms.
- Prior Salesforce.com experience.
Responsibilities
- Diagnose advisor experience and reasons for Asset outflows, and develop plans with advisors to drive future growth with AssetMark.
- Build long-lasting relationships with advisors to retain assets on the AssetMark platform and mitigate termination risks.
- Educate, advise, and consult with advisors on the platform’s investment, service, business consulting, and client relationship offerings.
- Promote sales production among the existing advisor base by identifying additional advisor needs and opportunities.
- Consult with advisors on portfolio construction and investment product details, both conceptually and specifically during point-of-sale interactions.
- Cultivate ongoing consultative relationships with the assigned book of business to foster more positive net flows than the prior year.
- Use corporate and regional events to encourage face-to-face interaction as the advisor’s consultative business partner.
- Collaborate with two ensemble teams of salespeople in the territory to develop geographically specific best practices and initiatives.
Benefits
- Flex time or paid time off and sick time off.
- 401(k) with a 6% employer match.
- Medical, dental, and vision coverage, with HDHP or PPO options.
- Employer HSA contribution for HDHP participants.
- Volunteer time off.
- Career development and recognition.
- Fitness reimbursement.
- Hybrid work schedule.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
