Wealth Solutions Specialist

AssetMark

Phoenix (AZ)

Hybrid

USD 75,000 - 95,000

Full time

3 days ago

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Benefits offered by this job

Hybrid Work Schedule

401K – 6% Employer Match

Medical, Dental, Vision

HSA – Employer contribution

Volunteer Time Off

Career Development / Recognition

Fitness Reimbursement

Job summary

AssetMark Private Wealth seeks a Wealth Specialist to translate advisor needs into implementable portfolio solutions and wealth planning deliverables. You will support investment proposal development, portfolio construction, and tax analysis in collaboration with the Wealth Solutions Consultant and sales teams.

This role requires 2–5 years in investments or wealth management, a Bachelor’s degree in Finance, Economics, or Business, and progress toward CFA, CFP, or CAIA.

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

Responsibilities

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 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.

Skills

Client service

Communication skills

Organization

Project management

Collaboration

Integrity & compliance

Education

Bachelor's degree in Finance/Economics/Business

Tools

MS Office

Morningstar

FactSet

Bloomberg

eVestment

Zephyr

Aladdin

Job description

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.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, Chicago, or Phoenix offices.

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,forour peopleandforourinvestors.At AssetMarkyour ideas matter;they’reheard, 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

Heart. Client Success. Integrity. Respect.Excellence. 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, doingwhat’sright, always. Even whenit’shard.
Collective Respect, in being authentic,inclusiveand valuing all voices while winning together.
Operatingwith Excellence, in learning fast, continuously improving,innovatingand 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 dowhat’sright, 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.