Regional Consultant

As a Regional Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will lead a sales team within your designated territory to demonstrate how AssetMark differentiates its products and services in a competitive marketplace. You will collaborate directly with financial advisors to expand the distribution of AssetMark's platform offerings tailored to their needs. 

This is a fully remote position. We are currently hiring for two positions with different territory assignments. For one position, candidates must reside in Colorado, New Mexico, or Wyoming. For the other position, candidates must reside in Illinois or Iowa.

The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.

 Compensation: The Base Salary range for this position is between $100,000-$125,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.

 Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $275,000. Achievement of the Sales Incentive Plan target will be based on performance against clearly stated goals and metrics, with the opportunity to exceed target earnings through overachievement of established objectives/goals.

Responsibilities: 

• Travel to advisor’s offices and advisor attended industry events to effectively present AssetMark’s value proposition  

• Provide support to advisors with large client presentations as needed 

• Work with new advisor to establish agreements with AssetMark and assist with transferring their book of business to the AssetMark platform  

• Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base, and work with the advisor to evaluate potential solutions 

• Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings 

Knowledge, Skills, and Abilities: 

• Strong time management and organizational skills  

• Ability to foster a cohesive and supportive team environment  

• Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment

• Self-motivated with proven ability to work independently 

• Experience evaluating managed money platforms 

• Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline 

• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)

Education & Experience: 

• Bachelor’s degree in a business or finance field 

• 5+ years of experience in the financial services industry 

• 5+ years of in-person consultative sales experience 

• Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 are required