Regional Consultant

Job Description:

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, and candidates must reside near the Houston, San Antonio, or Louisiana markets.

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 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 

Knowledge, Skills, and Abilities: 

·         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

Education & Experience: 

·         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 

Compensation: The Base Salary range for this position is $90,000 - $100,000 plus a sales incentive plan of up to $175,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional sales incentive compensation and competitive benefits. 

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

#LI-hybrid 

Who We Are & What We Offer:

AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do  and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

• Flex Time Off or Paid Time/Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO