Wealth Solutions Consultant: Private Wealth for Advisors (Remote)

AssetMark

Town of Texas (WI)

On-site

USD 130,000 - 150,000

Full time

12 days ago

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Benefits offered by this job

Flex Time

401K - 6% Employer Match

Medical, Dental, Vision

HSA - Employer contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Hybrid Work Schedule

Job summary

AssetMark Wealth Solutions is seeking an experienced external sales professional to serve as a Wealth Solutions Consultant. This fully remote role requires residing in Texas or Florida and involves travel within the territory, engaging independent financial advisors with in-person, virtual, and event-based presentations to drive adoption of Private Wealth and other Wealth Solutions offerings.

You will partner with advisors to design investment portfolios for high-net-worth clients, manage a

Qualifications

Experience selling investment solutions to financial advisors.
Experience with independent financial advisors (RIA/broker-dealer) preferred.
Exposure to high-net-worth or ultra-high-net-worth client segments preferred.
FINRA licensing or ability to obtain.

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 directly with advisors through in-person meetings, virtual presentations, and events.
Promote and drive adoption of the Private Wealth program with a consultative approach.
Support advisors in wealth planning and portfolio construction for HNW/UHNW clients.
Collaborate with AssetMark sales teams to identify, develop, and advance opportunities.
Develop new advisor relationships through proactive external sales while maintaining existing relationships.
Own and execute a territory business plan focused on advisor relationships and growth.
Maintain an active and well-managed pipeline of opportunities throughout the sales cycle.
Represent AssetMark at advisor events and client meetings with presentations.
Work with Wealth Solutions specialists to deliver integrated solutions.
Provide market feedback on advisor needs and product opportunities.