Remote Wealth Solutions Consultant for HNW Advisors

AssetMark; United States; Remote; USD 130,000 - 150,000; Full time

Benefits offered by this job

Flex Time

401K matching

Medical, Dental, Vision

HSA eligibility

Volunteer Time Off

Career Development

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark seeks an experienced Wealth Solutions Consultant to drive adoption of the Private Wealth offering and related capabilities within a defined US territory. The role blends business development, relationship management, and consultative sales for independent financial advisors via in-person meetings, virtual presentations, and events.

Fully remote, candidates must reside in Texas or Florida and travel within the territory.

Qualifications

• 5-7+ years of external sales or advisor-facing experience within asset or wealth management.
• Experience selling investment solutions to financial advisors.
• Experience working with independent financial advisors (RIA/broker-dealer) preferred.
• Bachelor’s degree required; MBA/CFA/CFP/CAIA or similar preferred.
• FINRA Series 7 and 66 (or ability to obtain) required.

Responsibilities

• Drive adoption of AssetMark's Private Wealth offering by partnering with financial advisors to develop customized portfolios and wealth strategies for HNW/UHNW clients.
• Engage advisors through in-person meetings, virtual presentations, and events to share insights on investment and wealth solutions.
• Promote Private Wealth as a core offering while supporting distribution of internal wealth solutions on the platform.
• Support advisors in portfolio construction and wealth planning, including tax-aware investing for HNW/UHNW clients.
• Collaborate with internal sales teams to identify and advance opportunities within advisor relationships.
• Develop new advisor relationships through proactive external sales while maintaining existing connections.

Skills

Investment knowledge

Relationship management

Business development

Presentation skills

Territory management

External sales

Regulatory/compliance awareness

Education

Bachelor's degree

MBA / CFA / CFP / CAIA (preferred)

Tools

CRM systems (e.g., Salesforce)

MS Office

Job description

AssetMark seeks an experienced Wealth Solutions Consultant to drive adoption of the Private Wealth offering and related capabilities within a defined US territory. The role blends business development, relationship management, and consultative sales for independent financial advisors via in-person meetings, virtual presentations, and events.

Fully remote, candidates must reside in Texas or Florida and travel within the territory.