About this role
The National Consultant at AssetMark manages an existing book of financial advisors who actively engage with the AssetMark platform, helping them grow their businesses using the company’s tools and initiatives. The role focuses on maximizing advisor impact within assigned territories and retaining high-value sales opportunities. The position is based near Chicago, IL or Phoenix, AZ and accommodates a hybrid work schedule.
Required Skills
- Client Consulting
- Sales
- Salesforce
- Territory Management
- Presentation
- Time Management
- Campaign Design
- Investment Analysis
- Relationship Building
- Travel
Qualifications
- Bachelor’s Degree
- FINRA Series 6
- FINRA Series 63
- FINRA Series 65
- FINRA Series 7
- FINRA Series 66
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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