Advisor Success Consultant

AssetMark

Phoenix (AZ)

Hybrid

USD 60,000 - 70,000

Full time

6 days ago

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Benefits offered by this job

Flex Time or Paid Time Off

401K – Employer Match

Medical, Dental, Vision

HSA – Employer contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Job summary

AssetMark is seeking an Advisor Success Consultant to join a high-visibility sales team focused on retaining and expanding advisor relationships across a multi-city footprint. You’ll manage a book of ~200 advisors, travel about 30% for company and territory events, and operate in a hybrid in-office/remote schedule from Phoenix, Chicago, or Encino.

You will diagnose advisor experience, craft growth plans, educate on AssetMark’s platform, and collaborate with regional sales teams to drive net

Qualifications

BA or BS degree required.
4+ years in financial services.
Experience selling managed money platforms.
Public speaking experience required.
FINRA licenses: SIE, 6/63/65 or 7/66 are required.

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

Skills

Consultative sales

Territory management

Problem-solving

Communication (phone/email/in person)

Time management

Independent / self-starter

Experience selling managed money平台

Sales experience

Education

BA or BS (4-year degree)

4+ years in financial services

2+ years in AssetMark roles (Consultant/Sales)

Public speaking experience

FINRA licenses: SIE, Series 6/63/65 or 7/66

Job description

Job Description:

The Job/What You’ll Do:

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: The 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,forour peopleandforourinvestors.At AssetMarkyour ideas matter;they’reheard, 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, doingwhat’sright, always. Even whenit’shard.
Collective Respect, in being authentic,inclusiveand valuing all voices while winning together.
Operatingwith Excellence, in learning fast, continuously improving,innovatingand 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 dowhat’sright, 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.