Wealth Solutions Consultant – Private Wealth

This is a fully remote position, open to applicants in Florida, +1 more state.

📋 Description

• Champion the adoption of AssetMark’s Private Wealth offering along with other Wealth Solutions capabilities within a designated territory.

• Collaborate with financial advisors to craft tailored investment portfolios and comprehensive 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 events.

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

• Assist advisors in portfolio construction and wealth strategies, including tax-aware investing and planning.

• Work alongside AssetMark sales teams to identify, develop, and progress opportunities.

• Establish new advisor relationships through proactive external sales efforts.

• Sustain relationships with current users of Private Wealth and AssetMark Wealth Solutions products and services.

• Develop and implement a territory business plan focused on advisor relationships and growth.

• Keep an active pipeline and monitor opportunities throughout the sales cycle.

• 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.

• Offer market insights regarding 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 face advisors within asset or wealth management.

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

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

• Exposure to high-net-worth or ultra-high-net-worth client segments is advantageous.

• A Bachelor’s degree is required.

• An MBA, CFA, CFP, CAIA, or similar professional designation is preferred.

• FINRA Series 7 and 66 (or the ability to obtain them) is required.

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

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

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

• Excellent relationship management and business development skills.

• Ability to effectively manage a territory and prioritize activities.

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

• Ability to work collaboratively across internal teams and functions.

• Self-motivated with robust organizational and time management skills.

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

• Candidates must be legally authorized to work in the US.

• AssetMark is unable to provide visa sponsorship for this position.

🏝️ Benefits

• Highly competitive and uncapped Sales Incentive Plan.

• Competitive benefits package.

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

• 401K with a 6% Employer Match.

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

• HSA with Employer contribution (HDHP only).

• Volunteer Time Off.

• Career Development and Recognition opportunities.

• Fitness Reimbursement.

• Hybrid Work Schedule.