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AssetMark
AssetMark
501 – 1.000 Angajați
Sponsor pentru viza H1BConsultanțăFinanțeFintech
AssetMark oferă soluții de gestionare a averii și tehnologii financiare pentru consultanți financiari independenți, echipe de consultanți și consultanți de investiții înregistrați. Platforma sa combină soluții de investiții selectate cu instrumente digitale pentru vânzări și servicii, servicii de pensionare și asistență personalizată pentru consultanți. Ajutând firmele să își gestioneze operațiunile și să își consolideze relațiile cu clienții, AssetMark sprijină consultanții în adaptarea la nevoile în schimbare ale clienților și în dezvoltarea practicilor lor. Fondată în 1996, compania activează în domeniile financiar, fintech și consultanță.
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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.

USStatele Unite ale AmericiiAZArizonaILIllinoisNCCarolina de Nord
75.000 $ – 95.000 $ / an
HibridNormă întreagăJuniorNivel mediuNu este necesară o diplomăLimbă Obligatorie: englezăGeneral

Descriere

  • 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.

Cerințe

  • 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.

Beneficii

  • 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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