Regional Consultant

This is a fully remote position, open to applicants in Colorado, +4 more states.

📋 Description

• Lead a sales team in your assigned territory to showcase AssetMark’s product and service distinctions.

• Work closely with financial advisors to enhance the distribution of AssetMark’s offerings customized to their specific requirements.

• Travel to advisors' offices and industry events to articulate AssetMark’s value proposition.

• Provide assistance to advisors during significant client presentations when necessary.

• Collaborate with new advisors to finalize agreements with AssetMark and support the transition of their client portfolios.

• Assess the unique objectives, circumstances, and needs of the advisor’s business.

• Educate, advise, and consult potential advisors regarding our wealth management platform.

⛳️ Requirements

• Bachelor's degree in a business or finance-related discipline.

• Over 5 years of experience in the financial services sector.

• More than 5 years of hands-on consultative sales experience.

• Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are mandatory.

• Experience in evaluating managed money platforms.

• Proven track record of using Salesforce or similar CRM tools to efficiently manage territory and pipeline.

• Skilled in Microsoft Office applications (Excel, Word, PowerPoint).

• Candidates must have legal authorization to work in the US to be considered. We cannot provide visa sponsorship for this position.

🏝️ Benefits

• Flexible time off or paid time off along with sick leave.

• 401K plan with a 6% employer match.

• Medical, dental, and vision coverage – HDHP or PPO options available.

• HSA with employer contributions (available for HDHP only).

• Volunteer time off.

• Career development opportunities and recognition programs.

• Fitness reimbursement.

• Hybrid work schedule.