Job Description: The Job/What You'll Do:
As an Advisor Success Consultant for the leading provider of holistic support for independent financial advisors, you’ll join an elite sales team vital to successfully creating and managing relationships with advisors committed to meeting their client’s financial wellness needs. In this high-profile role, you’ll focus on retaining, uncovering, and cultivating the sales opportunities which represent the biggest impact to your territory.
Our Advisor Success Consultants each work with a book of about 200 financial advisors who have added business to the platform in the last year and hold between $1-$15M in AUM. The primary focus of this role is to help retain assets on the AssetMark platform through relationship building, problem solving, and helping to identify areas where Advisors can improve their practice’s growth trajectory.
You will be provided capabilities, products, ideas, and support to enable you to inspire your relationships to become the most impactful financial advisors they can be within their communities. The Advisor Success Consultant will be based in Chicago, Phoenix, or Encino and will have a hybrid work schedule of in-office and working from home. Expected travel to company and territory events is 30% for this position.
The total compensation for this role includes base plus a competitive sales incentive plan target as detailed below.
Compensation: The Base Salary range for this position is between $50,000-$60,000.
This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location.
Additionally, this position is eligible for an annualized Sales Incentive Plan target of up to $65,000. The achievement of the Sales Incentive Plan target will be based on performance to clearly stated goals and metrics.
Responsibilities:
- Diagnose Advisor experience and reasons for Asset outflows and develop a plan with advisors to drive future growth with AssetMark.
- Build long-lasting relationships with advisors to retain assets on the AssetMark platform and mitigate risks of terminations.
- Educate, advise, and consult with advisors on the AssetMark platform’s investment, service, business consulting, and client relationship offerings.
- Promote growth in sales production with the existing advisor base by identifying additional advisor needs and opportunities.
- Demonstrate expertise in consulting with advisors on portfolio construction and investment product details both conceptually and specifically during the point-of-sale interactions.
- Cultivate an on-going consultative relationship with given book of business to foster more positive net flows vs. prior year.
- Leverage corporate and regional events to encourage face-to-face interaction with yourself as the advisor’s consultative business partner.
- Collaborate within two ensemble teams of salespeople within the territory to develop best practices & initiatives specific to your geographical area.
Knowledge, Skills, and Abilities:
- Consultative sales approach.
- History of success in previous roles while exceeding personal & sales goals.
- Territory management skills.
- Problem-solving skills.
- The ability to communicate and sell over the phone, by email, and in person.
- Time management and organizational skills.
- The ability to partner with a team.
- A self-starter who takes initiative and can work independently.
- Experience selling managed money platforms.
- Prior Salesforce.com experience.
Education & Experience Preferred:
- BA or BS (4-year degree).
- 4+ years of experience in the financial services industry.
- 2+ years in the AssetMark Regional Consultant, National Consultant, Business Development Consultant, or Sales Consultant Role.
- Experience in face-to-face and phone-based sales.
- Extensive public speaking experience.
- FINRA licenses: SIE, Series 6, 63, and 65 or Series 7 and 66 are required.
Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.
Who We Are & What We Offer:
AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.
AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.
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.
As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
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