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© All Rights Reserved. ApplyBlast.com
AssetMark
A Senior Wealth Strategist at AssetMark focuses on delivering sophisticated wealth planning solutions for high-net-worth and ultra-high-net-worth clients while mentoring and supporting a team of advanced planners. The role involves collaborating across teams to shape planning capabilities, providing thought leadership in estate and business succession planning, and ensuring exceptional client and advisor experiences.
Headquarters
Concord, California, United States
Company Size
501-1000 employees
Founded
1996
We empower financial advisors to create meaningful impact in the lives of their clients.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for AssetMark.
27% above the average for this role
AssetMark Announces 2026 Community Inspiration Award Winners at Gold Forum
2 weeks ago
