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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales and relationship management within the financial services industry, with a strong focus on advisor engagement and territory management. Proficient in problem-solving and communication, leveraging extensive public speaking experience to drive sales and client satisfaction.
Highest-signal resume keywords
Consultative Sales ApproachFINRA Licenses: SIE, Series 6, 63, 65 or Series 7 and 66Territory Management SkillsSalesforce.com ExperiencePublic Speaking Experience
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Retain assets on the AssetMark platform through relationship building and problem-solving
- Diagnose advisor experience and reasons for asset outflows, then develop growth plans with advisors
- Build long-lasting relationships with advisors and mitigate termination risks
- Educate, advise, and consult advisors on investment, service, business consulting, and client relationship offerings
- Promote sales production with the existing advisor base by identifying additional needs and opportunities
- Consult advisors on portfolio construction and investment product details during point-of-sale interactions
- Cultivate ongoing consultative relationships with a book of approximately 200 advisors
- Leverage corporate and regional events to encourage face-to-face interaction
- Collaborate with two ensemble sales teams to develop territory-specific best practices and initiatives
- Travel to company and territory events, expected at 30%
Requirements
What you’ll need- BA or BS (4-year degree)
- 4+ years of experience in the financial services industry
- 2+ years in the AssetMark Regional Consultant, National Consultant, Business Development Consultant, or Sales Consultant Role
- Experience in face-to-face and phone-based sales
- Extensive public speaking experience
- FINRA licenses: SIE, Series 6, 63, and 65 or Series 7 and 66 are required
- Consultative sales approach
- History of success in previous roles while exceeding personal & sales goals
- Territory management skills
- Problem-solving skills
- Ability to communicate and sell over the phone, by email, and in person
- Time management and organizational skills
- Ability to partner with a team
- Self-starter who takes initiative and can work independently
- Experience selling managed money platforms
- Prior Salesforce.com experience
- Must be legally authorized to work in the US; no visa sponsorship available
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Services ExperienceSales Production PromotionPortfolio Construction ConsultingManaged Money Platforms SalesProblem-Solving Skills
Soft Skills
Relationship BuildingTime ManagementOrganizational SkillsSelf-Starter InitiativeTeam Collaboration
Industry Keywords
AssetMark PlatformAdvisor ExperienceFace-to-Face SalesConsultingClient Relationship Management