Internal Wholesaler Specialist (Sales Consultant Specialist)

As a Sales Consultant Specialist at AssetMark, you will play a crucial role in supporting our sales team as they build and nurture new client relationships. You will facilitate opportunities to increase productivity by managing essential administrative tasks and effectively utilizing various sales software tools.

About the role

We are looking for candidates who can accommodate a hybrid work schedule and are close to our office locations in either Chicago or Phoenix, AZ. This position is legally authorized for U.S. work only; we are unable to provide visa sponsorship.

Responsibilities

• Act as primary sales point of contact for escalated service-related issues as well as a backup resource when sales team members are unavailable
• Help advisors understand and explain platform fees and costs, as well as overcome objections they may raise
• Enhance the consultative process for the wealth management platform and service offering by driving scale and capacity for the sales team to ensure client needs are met
• Proactively communicate with advisors and ask insightful questions to identify additional needs and highlight expanded partnership opportunities
• Host regularly scheduled webinars to train advisors on the AssetMark platform and offerings
• Manage the team’s meeting schedule and proactively encourage attendance to territory meetings
• Keep up to date with relevant investment information, including platform updates, marketing materials, operational changes, industry news, and market events
• Build relationships with advisors and deliver strong presentations through effective phone and written communication

Requirements

• Bachelor’s degree in a business or finance field
• 2+ years of experience in the financial services industry
• Active FINRA Licenses: Series 6, 63, and 65 and/or 7 and 66

Skills

• 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 the ability to work independently
• Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline
• Experience evaluating managed money platforms
• Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)

Pay

The base salary range for this position is $45,000–$65,000, with an annualized Sales Incentive Plan target of up to $30,000 based on performance against clearly stated goals and metrics.

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K with 6% employer match
• Medical, Dental, and Vision (HDHP or PPO options)
• HSA with employer contribution (HDHP only)
• Volunteer Time Off
• Career Development and Recognition programs
• Fitness Reimbursement
• Hybrid work schedule

About Us

AssetMark is a company shaping the future of financial services. Our mission is to help over 10,500 financial advisors make a meaningful difference in their clients’ lives by combining powerful technology, holistic support, and expert consulting. Backed by a comprehensive suite of investment solutions and a trust company with over $150B in assets under management, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Values

• Heart: Leading with compassion to make a difference in the lives of teammates, clients, investors, and communities.
• Client Success: A relentless focus on what matters to clients, creating loyal and lasting relationships.
• Integrity: Doing what’s right, always—even when it’s hard.
• Respect: Being authentic, inclusive, and valuing all voices while winning together.
• Excellence: Learning fast, continuously improving, innovating, and collaborating to find better solutions.