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Wealth Solutions Specialist
AssetMark. Support the AssetMark external Wealth Solutions Consultant in delivering customized investment and wealth management solutions for high-net-worth clients of independent financial advisors .
About the role
Key responsibilities & impact- Support the AssetMark external Wealth Solutions Consultant in delivering customized investment and wealth management solutions for high-net-worth clients of independent financial advisors
- Prepare customized portfolio proposals and performance illustrations using AssetMark tools and systems
- Coordinate with the internal portfolio construction team to develop customized portfolios
- Perform tax transition and tax management analysis, including data collection, capital gains estimates, tax-loss harvesting frameworks, and tax sensitivity assessments
- Develop advisor- and client-facing investment proposals, economic and market summaries, performance reports, and financial plans
- Conduct financing planning studies using selected financial planning systems
- Support consultants in preparing materials for advisor meetings, client reviews, and prospect engagements
- Ensure materials are accurate, compliant, and aligned with AssetMark’s investment and planning frameworks
- Maintain organized workflows, CRM management, and documentation
- Collaborate with Sales, Investment, Advanced Planning, and Operations teams
- Contribute to team best practices, process improvements, and training materials
- Serve as a key relationship point of contact for advisors working with high-net-worth and affluent clients
- Support advisor engagement through proactive outreach, material coordination, Private Wealth initiatives, and campaigns
- Progressively assist in consulting and servicing advisors and their high-net-worth and mass affluent clients
Requirements
What you’ll need- 2–5 years of experience in investments, wealth management, financial planning, asset management, or consulting
- Bachelor’s degree in Finance, Economics, Business, or related field desired
- Progress toward CFA, CFP, CAIA, or similar designation preferred
- Client-service oriented with a strong commitment to delivering a high-quality advisor experience
- Excellent verbal and written communication skills
- Strong organizational skills and ability to manage multiple priorities in a fast-paced environment
- Ability to manage multiple projects in a fast-paced, deadline-driven environment
- Collaborative mindset and ability to work in a matrixed organization
- High integrity and commitment to compliance and fiduciary standards
- Proficiency in MS Office suite
- Familiarity with portfolio analytics platforms such as Morningstar, FactSet, Bloomberg, eVestment, Zephyr, BlackRock Aladdin, or similar is a plus
- Must be legally authorized to work in the US
- Visa sponsorship is not 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
- Competitive Sales Incentive Plan based on sales goals
- Additional variable incentive compensation
- Wide range of benefits to support you and your family