Job summary
Job post source
This job is directly from AssetMark
Job overview
The Business Development Consultant at AssetMark plays a crucial role in expanding partnerships with new financial advisors, driving territory growth and fostering long-term relationships.
Responsibilities and impact
Daily responsibilities include promoting new advisor relationships, consulting on investment solutions, conducting proactive outreach, and presenting AssetMark's value proposition at events.
Compensation and benefits
The base salary for this position ranges from $60,000 to $70,000, with an additional sales incentive plan target of up to $70,000 based on performance, along with comprehensive benefits including medical, dental, vision, and a 401K match.
Experience and skills
Candidates must have a bachelor's degree in business or finance, over 4 years of experience in financial services and sales, and required FINRA licenses such as Series 6, 63, and 65 or Series 7 and 66.
Career development
AssetMark offers career development opportunities and recognition programs to support professional growth within the company.
Work environment and culture
The company culture is centered around values of Heart, Integrity, Excellence, and Respect, promoting a supportive and innovative work environment.
Company information
AssetMark is a leading provider of investment solutions for independent financial planners, dedicated to helping advisors enhance client experiences through technology and consulting services.
Team overview
The specific team dynamics are not detailed, but the role involves collaboration within a high-performing team focused on business development.
Job location and travel
Candidates can work in a hybrid schedule and should be near the offices in Phoenix, AZ, Encino, CA, or Chicago, IL, with travel requirements of at least 30%.
Application process
Candidates must be legally authorized to work in the US and should apply directly through the company, as visa sponsorship is not available.
Unique job features
This position offers unique opportunities for engaging with advisors and influencing their business decisions, alongside a competitive compensation structure.
Company overview
AssetMark is a leading provider of investment and wealth management solutions, catering primarily to financial advisors. The company generates revenue through advisory fees, asset management services, and technology platforms designed to enhance financial planning and portfolio management. Founded in 1996, AssetMark has a history of innovation in financial services, including its acquisition by Huatai Securities in 2016, which expanded its global reach. The firm is known for its robust support infrastructure, helping advisors deliver personalized investment strategies to their clients.
How to land this job
Position your resume to highlight your experience in sales and business development, emphasizing your ability to forge long-term relationships with financial advisors, as this is critical for the role at AssetMark.
Emphasize your proficiency with CRM tools like Salesforce, your knowledge of investment solutions, and your experience in the financial services industry, as these are key aspects of the job description.
Apply through multiple channels, including AssetMark's corporate site and LinkedIn, to maximize your exposure and chances of landing the position.
Connect with professionals in the business development division at AssetMark on LinkedIn to gain insights about the role; consider ice breakers like asking about their experience with the company culture or recent projects they have been involved in.
Optimize your resume for ATS by incorporating relevant keywords from the job description such as 'business development', 'sales', 'financial services', and 'CRM tools' to ensure it passes initial screenings.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, allowing you to focus on networking and preparing for interviews while ensuring your applications are tailored and submitted effectively.
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