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AssetMark
AssetMark
501 – 1,000 Employees
H1B Visa SponsorConsultingFinanceFintech
AssetMark provides wealth management and financial technology solutions for independent financial advisors, advisor teams, and registered investment advisors. Its platform combines curated investment solutions with digital sales and service tools, retirement services, and personalized advisor support. By helping firms manage operations and strengthen client relationships, AssetMark supports advisors as they respond to changing client needs and grow their practices. Founded in 1996, the company operates across finance, fintech, and consulting.
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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.

USUnited StatesAZArizonaILIllinoisNCNorth Carolina
$75,000 – $95,000 / year
HybridFull-timeJuniorMiddleNo degree requiredEnglish RequiredGeneral

Description

  • 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.

Requirements

  • 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.

Benefits

  • 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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