Business Development Consultant (Sales) jobs in United States
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AssetMark · 6 hours ago

Business Development Consultant (Sales)

positionGreater Chicago Area
timeFull-time
remoteHybrid
seniorityMid Level
money$65K/yr - $80K/yr
date4+ years exp

AssetMark is a company shaping the future of financial services, seeking a Business Development Consultant to join their elite sales team. The role focuses on identifying and onboarding new advisors to the AssetMark platform while demonstrating business solutions that enhance advisory practices.

AdviceConsultingFinancial Services
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Responsibilities

Advise prospective advisors on AssetMark’s wealth management platform, investment solutions, and client engagement offerings
Communicate the benefits of platform features and guide advisors in selecting solutions that align with their business needs
Provide consultative support on product details, performance, portfolio positioning, and investment allocations
Deliver clear, compelling presentations on AssetMark’s value proposition at advisor-focused events
Proactive and continuous outreach to prospective clients through cold calling utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc.) while maintaining a sales pipeline in order to facilitate a handoff to the regional sales team
Travel up to 30% to attend company, client, and territory events

Qualification

Sales experienceFinancial services experienceActive FINRA licensesSalesforce proficiencyMicrosoft Office proficiencyTime managementTeam collaborationSelf-motivated

Required

Bachelor's degree in a business or finance field
4+ years of experience in the financial services industry
4+ years of phone and in-person sales experience
Experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66 required
Strong time management and organizational skills
Ability to foster a cohesive and supportive team environment
Ability to switch focuses and prioritize competing objectives as needed
Self-motivated with the ability to work independently
Experience evaluating managed money platforms
Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
Candidates must be legally authorized to work in the US to be considered

Benefits

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

Company

AssetMark

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AssetMark is an investment adviser registered with the Securities and Exchange Commission.
dateFounded in 1996
location
Concord, California, USA
people-size501-1000 employees
web-link
http://www.assetmark.com

Funding

Current Stage
Public Company
Total Funding
$2.81M
2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M

Leadership Team

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Louis Maiuri
Chairman and Group CEO
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Erin Wood
SVP Advanced Planning
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Recent News

GlobeNewswire
AssetMark Completes Acquisition of Efficient Advisors, LLC
2025-12-15
AssetMark, Inc.
AssetMark Launches Private Market Access with Strategies from Apollo, Carlyle, KKR, and StepStone Group
2025-11-19
Pulse 2.0
AssetMark Expands RIA Presence With Acquisition Of Efficient Advisors And $3 Billion In Client Assets
2025-11-04
Company data provided by crunchbase