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Chicago, Illinois, United States
Hybrid
Not Available
The Job/What You'll Do:
As an Advisor Success Consultant for the leading provider of holistic support for independent financial advisors, you’ll join an elite sales team vital to successfully creating and managing relationships with advisors committed to meeting their clients’ financial wellness needs. In this high-profile role, you’ll focus on retaining, uncovering, and cultivating the sales opportunities that represent the biggest impact on your territory.
Our Advisor Success Consultants each work with a book of about 200 financial advisors who have added business to the platform in the last year and hold between $ 1 M and $ 15 M in AUM. The primary focus of this role is to help retain assets on the AssetMark platform through relationship building, problem-solving, and helping to identify areas where Advisors can improve their practice’s growth trajectory.
You will be provided with capabilities, products, ideas, and support to enable you to inspire your relationships to become the most impactful financial advisors they can be within their communities. The Advisor Success Consultant will be based in Chicago, Phoenix, or Encino and will have a hybrid work schedule of in-office and working from home. Expected travel to company and territory events is 30% for this position.
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 $60,000-$70,000.
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 $60,000. The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics.
We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our office location in Chicago, IL, Charlotte, NC, or Phoenix, AZ.
Responsibilities:
Knowledge, Skills, and Abilities:
Education & Experience:
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
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#LI-hybrid
Who We Are & What We Offer:
We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.
Our Mission
Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Our Values
Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.
We believe in:
Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.
Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.
Unyielding Integrity, doing what’s right, always. Even when it’s hard.
Collective Respect, in being authentic, inclusive and valuing all voices while winning together.
Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.
These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.
Our Culture & Benefits
Our culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family—because thriving at work starts with thriving in life.
Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
