Hybrid Investment Advisor Sales Specialist

AssetMark Financial Holdings; Chicago (IL); Hybrid; USD 57,000 - 63,000; Full time

Job summary

AssetMark, a leading provider of investment solutions for independent financial planners, seeks a Sales Consultant in the Chicago area. You will partner with a senior team member to drive product sales and support advisor growth through consultative selling and strategic initiatives.

You will identify advisor needs, educate on platform offerings, manage sales materials, and maintain a Salesforce-driven pipeline.

Qualifications

• Bachelor's degree in business or finance required.
• 2+ years of experience in the financial services industry.
• Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 required.

Responsibilities

• Identify objectives and needs of the advisor's business and client base.
• Educate and persuade advisors on platform benefits aligned with their needs.
• Proactively communicate to identify additional needs and partnership opportunities.
• Stay updated on investment information, platform updates, and market events.
• Proactive outreach to prospective clients and maintain a sales pipeline.

Skills

CRM tools (Salesforce)

Relationship building

Communication skills

Education

Bachelor's degree in business or finance

FINRA Series 6/63/65 or 7/66 licenses

Tools

Salesforce CRM

Microsoft Office

Job description

AssetMark, a leading provider of investment solutions for independent financial planners, seeks a Sales Consultant in the Chicago area. You will partner with a senior team member to drive product sales and support advisor growth through consultative selling and strategic initiatives.

You will identify advisor needs, educate on platform offerings, manage sales materials, and maintain a Salesforce-driven pipeline.