National Consultant

Asset Mark • Phoenix, AZ

351d • $55,000 - $60,000 • 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.

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

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

Benefits

• Flex Time Off or Paid Time/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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees