AssetMark · 21 hours ago
Business Development Consultant
Phoenix, AZ
Full-time
Hybrid
Entry, Mid Level
2+ years expAssetMark is a leading provider of investment solutions for independent financial planners, seeking a Business Development Consultant to create and manage relationships with new advisors. The role focuses on promoting the acquisition of new advisor relationships and providing consultative support regarding investment platforms.
AdviceConsultingFinancial Services
Responsibilities
Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territory
Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base, and work with the advisor to evaluate potential solutions
Influence, persuade, and educate advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings in light of specific circumstances
Through proactive phone sales utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc):
Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning and investment allocations both conceptually and during point of sale interactions
Educate, advise, and consult prospective advisors on our wealth management platform investment, practice management and client relationship offerings
Use active listening skills to stay flexible to potential client needs, questions, and changing circumstances
Help advisors to understand and learn how to explain platform fees and costs to their clients as well as discuss and evaluate specific objections which they may raise
Keep current on all investment information as it relates to the following: the investment platform, marketing materials, operations, industry news, and current market events
Generate and maintain a pipeline of qualified prospects utilizing Salesforce opportunities processes to facilitate effective handoffs to the Regional Sales Team
Attend and make public presentations at advisor or other meetings:
Be able to communicate confidently and fluently on different presentations used by the AssetMark sales team and financial advisors
Promote and attend Broker/Dealer Conferences, lead acquisition and other relevant regional meetings
Ability to travel at least 30% of the time within the territory or other field meetings
Lead and be a resource to fellow team members and to the broader sales organization
Participate in mentorship and training new associates as they are onboarded
Represent the Business Development team by presenting best practices, success stories, and strategies at sales meetings
Participate in panels and project teams to lend business development perspective to committees working on platform enhancements
Qualification
Required
FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66
2+ years experience as a Business Development Specialist and/or Consultant
Consultative sales approach
Demonstrated ability to effectively consult with and educate advisors, and advisor's clients, regarding investment platforms that are consistent with client's individual stated objectives, circumstances, and needs
Demonstrated territory management skills
Demonstrated problem solving skills
Demonstrated ability to actively listen and communicate over the phone
Demonstrated written and verbal communication skills
Demonstrated time management and organizational skills
Demonstrated ability to partner with and lead a team
Demonstrated Multi-tasking skills
A self-starter who takes initiative and can work independently
Experience evaluating managed money platforms
Prior Salesforce.com experience
Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
Preferred
FINRA licenses: Series 7 and 66
BA or BS (4 year degree)
4+ years of experience in the financial services industry
Experience in Face-to-Face Sales
Extensive public speaking experience
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
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