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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 – 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.

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 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.

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.
  • 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.

Beneficii

  • 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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Sponsor pentru viza H1BConsultanțăFinanțeFintech
USStatele Unite ale AmericiiAZArizonaILIllinoisNCCarolina de Nord
75.000 $ – 95.000 $ / an
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