National Consultant

AssetMark•Chicago, IL

1d•$67,500 - $95,000•Hybrid

About The Position

As a National Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will manage an existing book of business that consists of advisors who are actively engaging with AssetMark. Your role will involve supporting these advisors in growing their businesses by utilizing the various resources and initiatives available on the AssetMark platform. You will be equipped with the necessary tools, products, ideas, and support to help these advisors maximize their impact within their communities. In this high-profile role, you will focus on identifying, developing, and retaining sales opportunities that have the most significant impact on your territory. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL or Phoenix, AZ.

Requirements

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 the proven ability to work independently
Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
Experience evaluating managed money platforms
Bachelor’s degree in a business or finance field
4+ years of experience in the financial services industry
4+ years of phone and in-person sales experience
Active FINRA: Series 6, 63, and 65, or Series 7 and 66 are required
Candidates must be legally authorized to work in the US to be considered.

Responsibilities

Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings
Educate, influence, and persuade advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings, considering their business needs
Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning, and investment allocations
Design innovative re-engagement campaigns to win back assets from advisors who have not recently conducted business with AssetMark
Effectively present AssetMark’s value proposition at advisor-attended events
Expected travel to company and territory events is 30% for this position