Advisor Success Consultant
AssetMark(12 days ago)
About this role
As an Advisor Success Consultant, you will focus on building and maintaining relationships with financial advisors to support their growth and retain assets on the AssetMark platform. The role involves consulting, problem-solving, and fostering long-term partnerships to help advisors succeed.
Required Skills
- RelationshipBuilding
- Consultative Sales
- Financial Advisory
- Portfolio Construction
- Customer Service
- Territory Management
- Salesforce
- Problem Solving
- Communication
- Public Speaking
Qualifications
- BA or BS (4-year degree)
- 4+ years in financial services
- 2+ years in advisory or sales roles
- FINRA licenses: SIE, Series 6, 63, 65 or Series 7, 66
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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