Wealth Solutions Consultant

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

📋 Description

• Lead the adoption of AssetMark’s Private Wealth offerings and other Wealth Solutions capabilities within a specified territory.

• Collaborate with financial advisors to create tailored investment portfolios and wealth management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

• Engage with advisors through face-to-face meetings, virtual presentations, and participation in industry events.

• Advocate for the Private Wealth program and the investment and wealth solutions managed internally.

• Assist in portfolio construction and wealth strategy, emphasizing tax-aware investing and planning.

• Work alongside AssetMark sales teams to discover, cultivate, and progress opportunities.

• Establish new relationships with advisors through proactive external sales efforts.

• Maintain ongoing relationships with current Private Wealth and Wealth Solutions users.

• Develop and implement a comprehensive business plan for the territory.

• Oversee and manage a pipeline of opportunities throughout the sales process.

• Represent AssetMark Wealth Solutions at advisor events, conferences, and client meetings.

• Collaborate with Advanced Planning, Client Portfolio Managers, and Investment Strategy teams to provide integrated solutions.

• Gather and relay market feedback on advisor needs, competitive positioning, and product opportunities.

• Travel frequently within the designated territory.

⛳️ Requirements

• 5–7+ years of experience in external sales, wholesaling, or roles that involve direct interaction with advisors within asset or wealth management.

• Proven experience in selling investment solutions to financial advisors is essential.

• Prior experience working with independent financial advisors (RIA and/or broker-dealer channels) is preferred.

• Familiarity with high-net-worth or ultra-high-net-worth client segments is preferred.

• A Bachelor’s degree is required; an MBA, CFA, CFP, CAIA, or similar professional designation is preferred.

• Required to have FINRA Series 7 and 66 (or the ability to obtain them).

• Strong knowledge of investment products, including mutual funds, ETFs, SMAs, and private market strategies.

• Capability to convey complex investment and wealth concepts clearly and practically.

• Experience in engaging with financial advisors and addressing high-net-worth client needs.

• Strong relationship management and business development abilities.

• Proficiency in managing a territory and effectively prioritizing activities.

• Demonstrated presentation skills in both small and large group environments.

• Ability to work collaboratively across various internal teams and functions.

• Excellent organizational and time management capabilities.

• Comfortable operating in a fast-paced, client-centric environment.

• Must reside within the designated territory: Arizona, Nevada, Utah, Washington, or Oregon.

• Must be legally authorized to work in the US.

• Visa sponsorship is not available.

🏝️ Benefits

• Flex Time or Paid Time Off and Sick Time Off.

• 401K – 6% Employer Match.

• Medical, Dental, Vision – HDHP or PPO options.

• HSA – Employer contribution (available for HDHP only).

• Volunteer Time Off.

• Opportunities for Career Development and Recognition.

• Fitness Reimbursement.

• Hybrid Work Schedule.

• Additional variable incentive compensation.

• Competitive benefits package.