Apply on Employer Site

AssetMark · 3 days ago

National Consultant

Phoenix, AZ

Full-time

Hybrid

Mid Level

$68K/yr - $95K/yr

4+ years exp

AssetMark is the leading provider of investment solutions for independent financial planners, and they are seeking a National Consultant to manage an existing book of business. This role involves supporting financial advisors in growing their businesses and maximizing their impact within their communities.

AdviceConsultingFinancial Services

No H1B

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

Qualification

SalesforceFINRA Series 6Financial services experienceTime managementOrganizational skillsTeam environmentPhone sales experienceIn-person sales experienceManaged money platformsAdaptabilitySelf-motivated