Advisor Success Consultant

AssetMark; Chicago (IL); Hybrid; USD 60,000 - 70,000; Full time

Benefits offered by this job

Flex Time

401K Match

Medical/Dental/Vision

HSA

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Schedule

Job summary

AssetMark is seeking an Advisor Success Consultant to retain assets and grow advisor relationships. You will manage a book of about 200 advisors, focusing on problem-solving and identifying growth opportunities within your territory.

Based in Chicago, Phoenix, or Encino, you will work a hybrid schedule and travel about 30% to events, contributing to a high-impact sales team dedicated to client success.

Qualifications

• BA/BS required with 4+ years in financial services.
• Proven consultative sales success and meeting goals.
• Experience selling managed money platforms and using Salesforce.

Responsibilities

• Diagnose advisor experience and plan growth with AssetMark.
• Build long-lasting advisor relationships to retain assets.
• Educate and consult on investment, service, and client offerings.
• Promote growth by identifying advisor needs and opportunities.
• Engage in face-to-face and phone-based sales with advisors.

Skills

Consultative sales

Territory management

Problem solving

Phone, email, in-person selling

Public speaking

Team collaboration

Self-starter

Experience selling managed money

Salesforce.com experience

Education

BA or BS (4-year degree)

4+ years in financial services

2+ years sales consultant role experience

Tools

Salesforce.com

Job description

Job Description

As an Advisor Success Consultant for the leading provider of holistic support for independent financial advisors, you’ll join an elite sales team vital to successfully creating and managing relationships with advisors committed to meeting their clients’ financial wellness needs. In this high-profile role, you’ll focus on retaining, uncovering, and cultivating the sales opportunities that represent the biggest impact on your territory. Our Advisor Success Consultants each work with a book of about 200 financial advisors who have added business to the platform in the last year and hold between $ 1 M and $ 15 M in AUM. The primary focus of this role is to help retain assets on the AssetMark platform through relationship building, problem-solving, and helping to identify areas where Advisors can improve their practice’s growth trajectory. You will be provided with capabilities, products, ideas, and support to enable you to inspire your relationships to become the most impactful financial advisors they can be within their communities. The Advisor Success Consultant will be based in Chicago, Phoenix, or Encino and will have a hybrid work schedule of in-office and working from home. Expected travel to company and territory events is 30% for this position. The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.

Compensation

Base Salary range for this position is between $60,000-$70,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $60,000. The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL, Charlotte, NC, or Phoenix, AZ.

Responsibilities

• Diagnose Advisor experience and reasons for Asset outflows and develop a plan with advisors to drive future growth with AssetMark
• Build long-lasting relationships with advisors to retain assets on the AssetMark platform and mitigate risks of terminations
• Educate, advise, and consult with advisors on the AssetMark platform’s investment, service, business consulting, and client relationship offerings
• Promote growth in sales production with the existing advisor base by identifying additional advisor needs and opportunities
• Demonstrate expertise in consulting with advisors on portfolio construction and investment product details, both conceptually and specifically, during the point-of-sale interactions
• Cultivate an ongoing consultative relationship with the given book of business to foster more positive net flows vs. the prior year
• Leverage corporate and regional events to encourage face-to-face interaction with yourself as the advisor’s consultative business partner
• Collaborate with two ensemble teams of salespeople within the territory to develop best practices & initiatives specific to your geographical area

Knowledge, Skills, and Abilities

• Consultative sales approach
• History of success in previous roles while exceeding personal & sales goals
• Territory management skills
• Problem-solving skills
• The ability to communicate and sell over the phone, by email, and in person
• Time management and organizational skills
• The ability to partner with a team
• A self-starter who takes initiative and can work independently
• Experience selling managed money platforms
• Prior Salesforce.com experience

Education & Experience

• BA or BS (4-year degree)
• 4+ years of experience in the financial services industry
• 2+ years in the AssetMark Regional Consultant, National Consultant, Business Development Consultant, or Sales Consultant Role Experience in face-to-face and phone-based sales
• Extensive public speaking experience

FINRA licenses

• SIE, Series 6, 63, and 65 or Series 7 and 66 are required

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid

Who We Are & What We Offer

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

• Heart.
• Client Success.
• Integrity.
• Respect.
• Excellence.

Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued. AssetMark is a fast-growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.