The Internal Retirement & SDBA Sales Consultant partners with the Regional Consultant to drive growth in retirement plan solutions and Self-Directed Brokerage Accounts. Responsibilities include proactive business development, managing the sales pipeline, and providing ongoing support to financial advisors and strategic partners.
The consultant will drive the adoption of AssetMark’s Private Wealth offerings by partnering with financial advisors to develop customized investment and wealth management strategies. They will manage a defined territory, build new advisor relationships, and collaborate with internal teams to deliver integrated solutions for high-net-worth clients.
The Regional Director will drive the adoption of AssetMark’s Private Wealth offerings by developing customized investment portfolios and wealth strategies for high-net-worth clients. They will also manage advisor relationships, execute territory business plans, and collaborate with internal specialists to deliver integrated financial solutions.
The Senior Wealth Strategist will lead the vision and execution of financial and estate planning strategies for high-net-worth clients while managing and mentoring a team of senior planners. They will collaborate cross-functionally to integrate planning solutions into advisor offerings and serve as a senior-level contact for complex client cases.
Provide comprehensive business consulting and practice management advice to financial advisors to improve business performance and client satisfaction. Responsibilities include conducting business assessments, developing growth strategies, and managing client engagements in coordination with sales teams.
