Senior Investment Specialist, AssetMark Investment Solutions
AssetMark(2 months ago)
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.
Required Skills
- Private Markets
- Advisor Relations
- Product Adoption
- Sales Strategy
- Presentation Skills
- CRM
- Portfolio Construction
- Relationship Building
Qualifications
- Bachelor's Degree in Finance
- CFA
- CAIA
- Series 65 License
About AssetMark
assetmark.comWe empower financial advisors to create meaningful impact in the lives of their clients.
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