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AssetMark
AssetMark
501 – 1,000 कर्मचारी
H1B वीज़ा प्रायोजकपरामर्शफिनटेकवित्त
AssetMark स्वतंत्र वित्तीय सलाहकारों, सलाहकार टीमों और पंजीकृत निवेश सलाहकारों के लिए संपत्ति प्रबंधन और वित्तीय प्रौद्योगिकी समाधान प्रदान करता है। इसका प्लेटफ़ॉर्म चुनिंदा निवेश समाधानों को डिजिटल बिक्री और सेवा उपकरणों, सेवानिवृत्ति सेवाओं और व्यक्तिगत सलाहकार सहायता के साथ जोड़ता है। परिचालन प्रबंधन और ग्राहक संबंधों को मजबूत करने में फर्मों की मदद करके, AssetMark सलाहकारों को बदलती ग्राहक आवश्यकताओं के अनुरूप ढलने और अपने व्यवसायों का विस्तार करने में सहायता करता है। 1996 में स्थापित यह कंपनी वित्त, फिनटेक और परामर्श के क्षेत्रों में कार्यरत है।
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कंपनी की नौकरियाँ

Wealth Solutions Specialist

Support AssetMark advisors serving affluent and high-net-worth clients with tailored portfolios, tax analysis, and planning materials. Work with consultants and investment teams to prepare client solutions and advisor engagements.

USसंयुक्त राज्यAZएरिज़ोनाILइलिनॉयNCउत्तरी कैरोलिना
$75,000 – $95,000 / वर्ष
हाइब्रिडपूर्णकालिकजूनियरमध्य स्तरडिग्री आवश्यक नहींआवश्यक भाषा: अंग्रेज़ीसामान्य

विवरण

  • Support AssetMark’s external Wealth Solutions Consultant in delivering tailored investment and wealth management solutions for independent financial advisors’ high-net-worth clients.
  • Prepare customized portfolio proposals and performance illustrations with AssetMark tools and systems.
  • Coordinate with the portfolio construction team to develop customized portfolios.
  • Analyze tax transitions and tax management, including data gathering, capital gains estimates, tax-loss harvesting frameworks, and tax sensitivity assessments.
  • Create investment proposals, economic and market summaries, performance reports, and financial plans for advisors and clients.
  • Conduct financial planning studies using selected planning systems.
  • Help consultants prepare materials for advisor meetings, client reviews, and prospect engagements.
  • Check that materials are accurate, compliant, and consistent with AssetMark’s investment and planning frameworks.
  • Manage workflows, CRM records, and documentation.
  • Work with Sales, Investment, Advanced Planning, and Operations teams.
  • Contribute to team practices, process improvements, and training materials.
  • Act as a key contact for advisors serving high-net-worth and affluent clients.
  • Support advisor engagement through proactive outreach, materials coordination, and Private Wealth initiatives and campaigns.
  • Gradually take on consulting and service responsibilities for advisors and their high-net-worth and mass affluent clients.

आवश्यकताएँ

  • Bring 2–5 years of experience in investments, wealth management, financial planning, asset management, or consulting.
  • A bachelor’s degree in Finance, Economics, Business, or a related field is desired.
  • Progress toward a CFA, CFP, CAIA, or similar designation is preferred.
  • Show a client-service focus and commitment to a high-quality advisor experience.
  • Communicate effectively in writing and verbally.
  • Stay organized and manage competing priorities in a fast-paced environment.
  • Handle multiple projects in a deadline-driven setting.
  • Work collaboratively within a matrixed organization.
  • Demonstrate integrity and commitment to compliance and fiduciary standards.
  • Be proficient with Microsoft Office.
  • Familiarity with portfolio analytics tools such as Morningstar, FactSet, Bloomberg, eVestment, Zephyr, BlackRock Aladdin, or similar platforms is a plus.
  • Be legally authorized to work in the United States.
  • Visa sponsorship is not available.

लाभ

  • Flexible time, paid time off, and sick time off.
  • 401(k) with a 6% employer match.
  • Medical, dental, and vision plans, with HDHP and PPO options.
  • Employer HSA contribution for HDHP participants.
  • Volunteer time off.
  • Career development and recognition opportunities.
  • Fitness reimbursement.
  • Hybrid work schedule.
  • Sales incentive plan tied to sales goals.
  • Additional variable incentive compensation.
  • Comprehensive benefits.

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