AssetMark · 4 months ago
Req-003313 Internal Wholesaler Specialist (Sales Consultant Specialist)
Phoenix, AZ
Full-time
Hybrid
Entry Level
$45K/yr - $65K/yr
2+ years expAssetMark is a financial services company dedicated to helping financial advisors enhance their client relationships. As a Sales Consultant Specialist, you will support the sales team by building and nurturing client relationships, addressing service-related issues, and communicating with advisors to identify their needs.
AdviceConsultingFinancial Services
No H1B
Responsibilities
Act as the primary sales point of contact for escalated service-related issues, as well as a backup resource when sales team members are unavailable
Build relationships with advisors through personalized engagement aimed at helping advisors understand platform nuances and identify opportunities for advisors to better engage with AssetMark
Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities
Keep up to date with relevant investment information, including platform updates, marketing materials, operational changes, industry news, and market events
Qualification
Required
Bachelor's degree in a business or finance field
2+ years of experience in the financial services industry
Active FINRA licenses: Series 6, 63, and 65 and/or 7 and 66 are required
Strong time management, organizational, and prioritization skills in fast-paced environments
Collaborative team player with the ability to foster a supportive environment and work independently with self-motivation
Proficient in using Salesforce or similar CRM tools to manage pipelines and territories effectively
Experienced in evaluating managed money platforms and investment solutions
Benefits
Flex Time Off or Paid Time/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
AssetMark is an investment adviser registered with the Securities and Exchange Commission.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.81M2024-04-25Acquired
2019-07-17IPO
2016-12-09Series Unknown· $2.81M
Leadership Team
Louis Maiuri
Chairman and Group CEO
Erin Wood
SVP Advanced Planning
Recent News
2025-12-15
Company data provided by crunchbase