Job Description:

The Job/What You’ll Do:

The Advisor Services Service Specialist supports Financial Advisors by providing fast and reliable guidance to Financial Advisors and their Service Staff as they use the AssetMark platform to serve their end clients investment and financial planning needs. The Service Specialist also provides administrative training and website usability support to Financial Advisors. A successful Advisor in this position will be customer service oriented and client-focused in delivering the best client experience possible.

After training, the Advisor position has the opportunity to move up quickly into a Relationship Manager role where they manage a dedicated set of relationships that often represent a $1B or more of Assets Under Management. Other successive roles lead to areas like eService Specialist or Relationship Manager roles that specialize in working with newer, growing financial advisors. Other career paths include leadership, training or analytics.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

We are targeting a training class start date on July 15th, 2024.

Responsibilities:

Knowledge, Skills, Abilities:

Education & Experience:

Compensation: The annual amount for this position is between $55,000-$60,000.

This information reflects an annual amount 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. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-hybrid

#LI-TN1

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.

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.