AssetMark

Senior Investment Specialist, AssetMark Investment Solutions

AssetMark

4 months ago
Charlotte, NC
Hybrid
Full Time
Senior
0 applicants
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AssetMark
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About this role

AssetMark Wealth Services provides outcome-oriented investment strategies and partners with financial advisors on a technology-driven platform. The firm is expanding its platform to include private markets and is hiring an Investment Specialist to serve as the platform subject-matter expert for independent financial advisors and RIAs.

Skills

Qualifications

Bachelor's Degree in FinanceCFACAIASeries 65 License
AssetMark

About AssetMark

assetmark.com

We empower financial advisors to create meaningful impact in the lives of their clients.

About AssetMark

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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