Regional Consultant
$100,000–$125,000 year
RemoteIllinois, United States or Iowa, United States
Job Summary
Lead a sales team within your designated territory to demonstrate AssetMark's product differentiation and expand platform distribution among financial advisors. Travel to advisor offices and attend industry events to present value propositions, while supporting advisors on large client presentations. Establish new advisor agreements and assist with transferring books of business to the AssetMark platform. Evaluate individual advisor objectives and client needs to recommend tailored wealth management and investment practice management solutions. This fully remote role requires candidates residing in Colorado, New Mexico, Wyoming, Illinois, or Iowa. Total compensation includes a base salary of $100,000–$125,000 plus an annualized sales incentive target up to $275,000. Applicants must hold active FINRA licenses (Series 6, 63, 65, and/or 7, 66) and possess five years of in-person consultative sales experience.
Required Qualifications
- Bachelor's degree in a business or finance field
- 5+ years of experience in the financial services industry
- 5+ years of in-person consultative sales experience
- Active FINRA licenses: Series 6, 63, and 65 and/or Series 7 and 66
- Candidates must be legally authorized to work in the US
- No visa sponsorship available
- Reside in Colorado, New Mexico, or Wyoming OR reside in Illinois or Iowa
- Strong time management and organizational skills
- Ability to foster a cohesive and supportive team environment
- Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
- Self-motivated with proven ability to work independently
- Experience evaluating managed money platforms
- Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
- Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
- Travel to advisor's offices
- Advisor attended industry events
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