Wealth Solutions Consultant - Private Wealth
New
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AssetMarkWealth Management
United StatesFull-TimeSenior
Salary$130,000-$150,000 / year
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Job Details
- Experience
- 5–7+ years
- Required Skills
- Business DevelopmentRelationship management
Requirements
- 5–7+ years of experience in external sales, wholesaling, or advisor-facing roles within asset or wealth management.
- Experience selling investment solutions to financial advisors.
- FINRA Series 7 and 66 licenses (or ability to obtain).
- Bachelor’s degree.
- Strong understanding of investment products including mutual funds, ETFs, SMAs, and private market strategies.
- Proven experience in relationship management and business development.
- Ability to manage a territory and prioritize activities effectively.
- Strong presentation skills in both small and large group settings.
- Experience working with independent financial advisors (RIA and/or broker-dealer channels) preferred.
- Exposure to high-net-worth or ultra-high-net-worth client segments preferred.
- Professional designations such as MBA, CFA, CFP, or CAIA preferred.
Responsibilities
- Drive adoption of AssetMark’s Private Wealth offering by partnering with financial advisors to develop customized investment portfolios and comprehensive wealth management strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
- Engage directly with advisors through in-person meetings, virtual presentations, and events to deliver investment and wealth solutions insights.
- Promote the Private Wealth program while using a consultative approach to support the distribution of internally managed investment and wealth solutions.
- Support advisors in portfolio construction and wealth strategy, including tax-aware investing and planning for HNW and UHNW clients.
- Collaborate with AssetMark sales teams (Client Solutions Group) to identify, develop, and advance opportunities within existing advisor relationships.
- Develop new advisor relationships through proactive external sales activity while maintaining relationships with existing users of Private Wealth products.
- Own and execute a territory business plan focused on building strong relationships and driving growth.
- Maintain an active and well-managed pipeline of opportunities.
- Represent AssetMark Wealth Solutions at advisor events, conferences, and client meetings.
- Collaborate with Advanced Planning, Client Portfolio Managers (CPMs), and Investment Strategy teams to deliver integrated solutions.
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