Advisor Success Consultant

AssetMark Financial Holdings•Chicago, IL

4d•Hybrid

About The Position

As an Advisor Success Consultant at AssetMark, you will join an elite sales team responsible for creating and managing relationships with independent financial advisors. You will work with a book of approximately 200 financial advisors who have added business to the platform within the past year and hold between $1 million and $15 million in assets under management. The role focuses on retaining assets on the AssetMark platform through relationship building, problem-solving, and identifying opportunities to help advisors grow their practices. You will use AssetMark’s capabilities, products, ideas, and support to help advisors better serve their communities. The position follows a hybrid schedule, combining work in the office and from home. The posting lists Chicago, Phoenix, or Encino as possible bases and also says candidates near the Chicago, Charlotte, or Phoenix offices may be considered. Travel to company and territory events is expected to be 30%. Compensation includes a base salary of $60,000–$70,000 and eligibility for an annualized Sales Incentive Plan target of up to $60,000, based on performance against stated goals and metrics. AssetMark provides technology, investment solutions, holistic support, and expert consulting to financial advisors. Its mission is to help its more than 10,500 financial advisors make a meaningful difference in their clients’ lives. The company describes its values as Heart, Client Success, Integrity, Respect, and Excellence, and states that it is committed to building a diverse and inclusive workplace.

Requirements

Bachelor of Arts or Bachelor of Science degree (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 by phone, 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 not available.

Nice To Haves

Experience selling managed money platforms.
Prior Salesforce.com experience.

Responsibilities

Diagnose advisor experience and reasons for AssetMark outflows, then develop plans with advisors to drive future growth.
Build lasting advisor relationships to retain assets on the AssetMark platform and mitigate termination risks.
Educate, advise, and consult advisors about the platform’s investment, service, business consulting, and client relationship offerings.
Promote sales production among existing advisors by identifying additional 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 an advisor’s consultative business partner.
Collaborate with two territory sales ensemble teams to develop geographically relevant best practices and initiatives.