Hybrid Private Wealth Solutions Analyst

AssetMark; Phoenix (AZ); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Hybrid Work Schedule

401K – 6% Employer Match

Medical, Dental, Vision

HSA – Employer contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Job summary

AssetMark Private Wealth seeks a Wealth Specialist to translate advisor needs into implementable portfolio solutions and wealth planning deliverables. You will support investment proposal development, portfolio construction, and tax analysis in collaboration with the Wealth Solutions Consultant and sales teams.

This role requires 2–5 years in investments or wealth management, a Bachelor’s degree in Finance, Economics, or Business, and progress toward CFA, CFP, or CAIA.

Qualifications

• 2–5 years of experience in investments, wealth management, financial planning, asset management, or consulting.
• Bachelor’s degree in Finance, Economics, Business, or related field.
• Progress toward CFA, CFP, CAIA, or similar designation preferred.

Responsibilities

• Prepare customized portfolio proposals and performance illustrations using AssetMark tools and systems.
• Coordinate with the internal portfolio construction team to develop customized portfolios for high-net-worth clients.
• Perform tax transition and tax management analysis, including data collection, capital gains estimates, tax-loss harvesting frameworks, and tax sensitivity assessments.
• Develop advisor- and client-facing materials including investment proposals, economic and market summaries, performance reports, and financial plans.
• Conduct financing planning studies using selected financial planning systems.
• Support consultants in preparing materials for advisor meetings, client reviews, and prospect engagements.
• Ensure materials are accurate, compliant, and aligned with AssetMark’s investment and planning frameworks.

Skills

Client service

Communication skills

Organization

Project management

Collaboration

Integrity & compliance

Education

Bachelor's degree in Finance/Economics/Business

Tools

MS Office

Morningstar

FactSet

Bloomberg

eVestment

Zephyr

Aladdin

Job description

AssetMark Private Wealth seeks a Wealth Specialist to translate advisor needs into implementable portfolio solutions and wealth planning deliverables. You will support investment proposal development, portfolio construction, and tax analysis in collaboration with the Wealth Solutions Consultant and sales teams.

This role requires 2–5 years in investments or wealth management, a Bachelor’s degree in Finance, Economics, or Business, and progress toward CFA, CFP, or CAIA.