Wealth Solutions Specialist

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 Private Wealth helps advisors create customized investment solutions and comprehensive wealth plans for affluent and high-net-worth clients. Our Wealth Solutions Specialist team partners directly with advisors and AssetMark sales to deliver tailored strategies leveraging deep investment expertise, advanced planning, and a broad wealth management platform. By expanding advisors’ capabilities across complex planning needs, the program helps advisors scale their practice and better serve and win high-net-worth relationships. The Wealth Specialist supports the AssetMark external Wealth Solutions Consultant in delivering customized investment and wealth management solutions for high-net-worth clients of independent financial advisors. This role supports investment proposal development, portfolio construction, operational, and workflow support to Wealth Solutions Consultant, enabling scalable, high-quality delivery of AssetMark’s Private Wealth capabilities. The Wealth Specialist will work closely with Consultants, sales partners, advanced planners, and internal investment and teams to translate advisor and client needs into implementable portfolio solutions and wealth planning deliverables. Over time, the Specialist is expected to progressively assist in consulting and servicing our advisors and their high-net-worth and mass affluent clients.

Key Responsibilities

Portfolio Analysis & Proposal Generation

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 various 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.

Operational & Team Support

Maintain organized workflows, CRM management, and documentation to maintain and improve team scalability and efficiency. Collaborate with Sales, Investment, Advanced Planning, and Operations teams to ensure deliverables meet firm standards. Contribute to team best practices, process improvements, and training materials.

Sales & Advisor Support

Leverage strong interpersonal skills to contribute to the growth of the Private Wealth business and deepen relationships with financial advisors. Serve as a key relationship point of contact for advisors working with high-net-worth and affluent clients on the AssetMark platform. Partner closely with the Wealth Solutions Consultant, sales teams, and Investment/Planning teams to deliver high-touch service and support the success of our advisors and their high-net-worth clients. Support advisor engagement efforts through proactive outreach, coordination of materials, and assistance with Private Wealth initiatives and campaigns.

Role Requirements

Experience & Education

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.

Professional Skills

Client-service oriented with a strong commitment to delivering a high-quality advisor experience. Excellent verbal and written communication skills, with the ability to interact professionally with advisors, internal stakeholders, and cross‑functional partners. Strong organizational skills and the ability to manage multiple priorities in a fast‑paced environment. Ability to manage multiple projects in a fast‑paced, deadline‑driven environment. Collaborative mindset and ability to work in a matrixed organization with consultants, sales teams, and investment professionals. High integrity and commitment to compliance and fiduciary standards.

Technical & Analytical Skills

Proficiency in MS Office suite. Familiarity with portfolio analytics platforms (e.g., Morningstar, FactSet, Bloomberg, eVestment, Zephyr, BlackRock Aladdin, or similar) is a plus.

Key Success Metrics

Quality, accuracy, and timeliness of portfolio and proposal deliverables. Consultant productivity. Advisor satisfaction with analytical support and materials. Progression of technical expertise and contribution to team process improvement.

Compensation

The Base Salary range for this position is between $75,000-$95,000, as well as a competitive Sales Incentive Plan based on sales goals. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job‑related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered.

We are unable to provide visa sponsorship for this position.

Who We Are & What We Offer

We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what’s right, always. Even when it’s hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

AssetMark is a fast‑growing financial technology company changing the game for advisors and their clients. If you are searching for a challenging, rewarding, and evolving career, you have come to the right place. We offer competitive salaries, full benefits, and excellent opportunities for growth. To learn more about us, visit our website.