Regional Consultant

AssetMark

2d • Remote

About The Position

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.

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 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
• 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
• Candidates must be legally authorized to work in the US to be considered.
• We are unable to provide visa sponsorship for this position.

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 251-500 employees