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Wealth Services Specialist

Chicago, IL, US
Commensurate with Experience
Closing date
Jul 3, 2024

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Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Job Details

Job Description:

The Job/What You'll Do:

Assetmark Investments™ delivers a set of innovative services for advisors and their clients. We partner exclusively with financial advisors on the AssetMark platform to provide client-centric investments and communications to their clients.

We are looking for a Wealth Services Specialist. This is sales focused role that combines your ability to speak to the different services (cash management, lending, tax management) at the most detailed levels together with your strong presentation skills. The primary activity is to build strong partnerships with Assetmark wholesalers to support opportunities as they emerge, but also to promote and create additional opportunities as you develop direct relationships with advisors.

The position can involve significant travel and currently is planned to cover the country preferably from our Chicago office.

  • Proactively reach out to internal sales teams to promote our products
  • Promptly respond to incoming questions and inquiries from internal advisors
  • Provide feedback internally to improve products and sales materials and collateral
  • Other duties as assigned

Knowledge, Skills, and Abilities:
  • Detailed understanding of cash investments (CDs, Money Market Funds, lending, FDIC insurance)
  • Basic understanding of tax issues in investment accounts
  • Ability to proactively promote products and actively identify new opportunities
  • Strong presentation skills: in person, zoom, and/or via phone
  • Ability to build strong professional relationships with AssetMark sales and Independent Advisors.
  • Comprehensive understanding of the Independent Advisor market
  • Self-starter

Education & Experience:
  • Minimum 7-10 years experience in financial services preferably with cash and lending services
  • Bachelor's Degree in Finance or similar or equivalent job experience

Compensation: The Base Salary range for this position is between $115,000-$120,000.

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:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

  • Flex Time Off or Paid Time/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.


Company info

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