Remote Private Wealth Solutions Consultant

AssetMark

Town of Texas (WI)

Hybrid

USD 130,000 - 150,000

Full time

13 days ago

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Job summary

AssetMark Wealth Solutions is seeking an experienced Wealth Solutions Consultant to drive adoption of Private Wealth offerings among financial advisors within a defined US territory. This remote role requires travel and proximity to Texas or Florida for territory coverage.

You will partner with advisors to develop customized investment portfolios for high-net-worth clients, deliver insights via meetings and presentations, and collaborate with internal teams to tailor integrated wealth solutions.

Qualifications

5–7+ years of external sales, wholesaling, or advisor-facing roles in asset/wealth management.
Experience selling investment solutions to financial advisors.
Experience working with independent financial advisors (RIA/broker-dealer) preferred.
Exposure to high-net-worth or ultra-high-net-worth client segments preferred.
FINRA Series 7 and 66 (or ability to obtain) required.

Responsibilities

Drive adoption of AssetMark Private Wealth offering with financial advisors to develop customized portfolios for HNW/UHNW clients.
Engage advisors through in-person meetings, virtual presentations, and events.
Promote Private Wealth program while supporting other Wealth Solutions on the platform.
Support advisors in wealth planning, tax-aware investing, and portfolio construction.
Collaborate with Client Solutions Group to identify and advance opportunities.
Develop new advisor relationships and manage existing ones within the territory.
Own and execute a territory business plan and maintain a healthy sales pipeline.
Represent AssetMark Wealth Solutions at events, conferences, and client meetings.