Wealth Solutions Architect

AssetMark; Charlotte (NC); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Hybrid Work Schedule

401K – 6% Employer Match

Medical, Dental, Vision – HDHP or PPO

HSA – Employer contribution (HDHP only

Volunteer Time Off

Job summary

AssetMark in Charlotte, NC seeks a Wealth Solutions Specialist to support portfolio analysis, proposal development, and advisor engagement for high-net-worth clients. You will prepare customized proposals, collaborate with internal teams, and help deliver comprehensive wealth planning solutions.

The role emphasizes client-service, analytical rigor, and cross-functional collaboration within a fast-paced private wealth team.

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 desired.
• Progress toward CFA, CFP, CAIA, or similar designation preferred.

Responsibilities

• Prepare customized portfolio proposals and performance illustrations.
• Coordinate with internal portfolio construction team for high-net-worth clients.
• Develop advisor- and client-facing materials including investment proposals and financial plans.
• Support financing planning studies using planning systems.
• Assist in meeting preparation and materials for advisor meetings and client reviews.

Skills

Investments experience

Wealth management

Financial planning

Asset management

Consulting

Education

Bachelor's degree in Finance / Economics / Business

Progress toward CFA / CFP / CAIA

Tools

Morningstar

FactSet

Bloomberg

eVestment

Zephyr

BlackRock Aladdin

Job description

AssetMark in Charlotte, NC seeks a Wealth Solutions Specialist to support portfolio analysis, proposal development, and advisor engagement for high-net-worth clients. You will prepare customized proposals, collaborate with internal teams, and help deliver comprehensive wealth planning solutions.

The role emphasizes client-service, analytical rigor, and cross-functional collaboration within a fast-paced private wealth team.