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© All Rights Reserved. ApplyBlast.com
AssetMark
The Wealth Specialist supports AssetMark's external Wealth Solutions Consultants by delivering customized investment and wealth management solutions for high-net-worth clients of independent financial advisors. This role involves preparing portfolio proposals, conducting tax and financing planning analyses, and developing advisor-facing materials to support scalable, high-quality service delivery. The specialist collaborates with sales, investment, and planning teams to translate client needs into implementable solutions and deepen relationships with financial advisors.
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.
Right around the average for this role
AssetMark Announces 2026 Community Inspiration Award Winners at Gold Forum
2 weeks ago
