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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 – Charlotte (Hybrid)

Support AssetMark advisors serving high-net-worth clients with tailored investment portfolios and wealth-planning materials. Work with consultants and sales teams to prepare proposals, analysis, and client-facing resources.

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

Description

  • Support AssetMark’s external Wealth Solutions Consultant in providing tailored investment and wealth-management solutions for independent advisors’ high-net-worth clients.
  • Create custom portfolio proposals and performance illustrations with AssetMark tools and systems.
  • Partner with the portfolio construction team to build customized portfolios.
  • Analyze tax transitions and tax management, including data gathering, capital gains estimates, tax-loss harvesting approaches, and tax sensitivity.
  • Prepare investment proposals, market and economic summaries, performance reports, and financial plans for advisors and clients.
  • Conduct financial-planning studies using designated planning systems.
  • Help consultants prepare for advisor meetings, client reviews, and prospect discussions.
  • Check materials for accuracy and compliance with AssetMark investment and planning frameworks.
  • Keep workflows, CRM records, and documentation organized.
  • Work with Sales, Investment, Advanced Planning, and Operations teams.
  • Help develop team practices, improve processes, and create training materials.
  • Act as a key contact for advisors serving high-net-worth and affluent clients.
  • Build advisor engagement through outreach, coordinated materials, 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.
  • Prioritize client service and a high-quality advisor experience.
  • Communicate effectively in writing and conversation.
  • Stay organized and manage competing priorities in a fast-paced setting.
  • Handle multiple projects in a deadline-driven environment.
  • Work collaboratively across a matrixed organization.
  • Demonstrate integrity and uphold compliance and fiduciary standards.
  • Be proficient with Microsoft Office.
  • Experience with portfolio analytics platforms such as Morningstar, FactSet, Bloomberg, eVestment, Zephyr, BlackRock Aladdin, or similar tools is a plus.
  • Be legally authorized to work in the United States.
  • Visa sponsorship is unavailable.

Benefits

  • Flexible time off and sick leave.
  • 401(k) with a 6% employer match.
  • Medical, dental, and vision coverage, with HDHP and PPO options.
  • Employer HSA contribution for HDHP participants.
  • Paid volunteer time.
  • Career development and recognition programs.
  • Fitness reimbursement.
  • Hybrid work schedule.
  • Sales incentive plan tied to sales goals.
  • Additional variable incentive compensation.
  • A broad range of benefits for employees and their families.

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