Wealth Solutions Specialist

AssetMark Financial Holdings • Charlotte, NC

5d • Hybrid

About The Position

AssetMark Private Wealth helps advisors create customized investment solutions and comprehensive wealth plans for affluent and high-net-worth clients. The Wealth Solutions Specialist partners with the AssetMark external Wealth Solutions Consultant, advisors, sales partners, advanced planners, and internal investment teams to deliver tailored investment and wealth management solutions. The role supports proposal development, portfolio construction, operational workflows, and planning deliverables, translating advisor and client needs into implementable solutions. Over time, the Specialist is expected to progressively assist with consulting and servicing advisors and their high-net-worth and mass affluent clients.

This role can accommodate a hybrid work schedule for candidates located near AssetMark’s Charlotte, Chicago, or Phoenix offices. The position requires legal authorization to work in the United States; visa sponsorship is not available. Compensation includes a base salary range of $75,000–$95,000, a sales incentive plan based on sales goals, additional variable incentive compensation, and competitive benefits.

Requirements

• 2–5 years of experience in investments, wealth management, financial planning, asset management, or consulting.
• Client-service orientation and a strong commitment to delivering a high-quality advisor experience.
• Excellent verbal and written communication skills, including the ability to interact professionally with advisors, internal stakeholders, and cross-functional partners.
• Strong organizational skills and the ability to manage multiple priorities and projects in a fast-paced, deadline-driven environment.
• Collaborative mindset and ability to work in a matrixed organization with consultants, sales teams, and investment professionals.
• High integrity and commitment to compliance and fiduciary standards.
• Proficiency in the MS Office suite.
• Legally authorized to work in the United States; visa sponsorship is unavailable.

Nice To Haves

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Progress toward a CFA, CFP, CAIA, or similar designation.
• Familiarity with portfolio analytics platforms such as Morningstar, FactSet, Bloomberg, eVestment, Zephyr, BlackRock Aladdin, or similar.

Responsibilities

• Prepare customized portfolio proposals and performance illustrations using AssetMark tools and systems.
• Coordinate with the internal portfolio construction team to develop customized portfolios for high-net-worth clients.
• Perform tax transition and tax management analysis, including data collection, capital gains estimates, tax-loss harvesting frameworks, and tax sensitivity assessments.
• Develop advisor- and client-facing investment proposals, economic and market summaries, performance reports, and financial plans.
• Conduct financial planning studies using selected financial planning systems.
• Support consultants in preparing materials for advisor meetings, client reviews, and prospect engagements.
• Ensure materials are accurate, compliant, and aligned with AssetMark’s investment and planning frameworks.
• Maintain organized workflows, CRM management, and documentation to support team scalability and efficiency.
• Collaborate with Sales, Investment, Advanced Planning, and Operations teams to ensure deliverables meet firm standards.
• Contribute to team best practices, process improvements, and training materials.
• Contribute to Private Wealth business growth and deepen relationships with financial advisors.
• Serve as a key relationship point of contact for advisors working with high-net-worth and affluent clients on the AssetMark platform.
• Partner with the Wealth Solutions Consultant, sales teams, and Investment and Planning teams to deliver high-touch service and support advisors and their high-net-worth clients.
• Support advisor engagement through proactive outreach, coordination of materials, and assistance with Private Wealth initiatives and campaigns.

Benefits

• Flex time or paid time off and sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision plans, including HDHP or PPO options.
• Employer HSA contribution for HDHP participants.
• Volunteer time off.
• Career development and recognition.
• Fitness reimbursement.
• Hybrid work schedule.
• Competitive sales incentive plan based on sales goals and additional variable incentive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level