{"id":2657656,"url":"https://alion.io/job/assetmark-wealth-solutions-specialist","title":"Wealth Solutions Specialist","company":{"id":5445,"name":"AssetMark","domain":"assetmark.com","url":"https://alion.io/company/assetmark","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":5,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":16,"computed_at":"2026-10-17T05:46:00Z"}},"role":"Solutions","role_family":"Solutions","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Charlotte, United States","Chicago, United States","Phoenix, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":75000,"max":95000,"currency":"USD","period":"year","gross":null,"usd_annual":95000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":true,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-15T23:30:19Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-17T02:18:37Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Job Description:\nAssetMark Private Wealth helps advisors create customized investment solutions and comprehensive wealth plans for affluent and high-net-worth clients. Our Wealth Solutions Specialist team partners directly with advisors and AssetMark sales to deliver tailored strategies leveraging deep investment expertise, advanced planning, and a broad wealth management platform. By expanding advisors’ capabilities across complex planning needs, the program helps advisors scale their practice and better serve and win high-net-worth relationships.\nThe Wealth Specialist supports the AssetMark external Wealth Solutions Consultant in delivering customized investment and wealth management solutions for high-net-worth clients of independent financial advisors. This role supports investment proposal development, portfolio construction, operational, and workflow support to Wealth Solutions Consultant, enabling scalable, high-quality delivery of AssetMark’s Private Wealth capabilities.\nThe Wealth Specialist will work closely with Consultants, sales partners, advanced planners, and internal investment and teams to translate advisor and client needs into implementable portfolio solutions and wealth planning deliverables. Over time, the Specialist is expected to progressively assist in consulting and servicing our advisors and their high-net-worth and mass affluent clients.\nWe can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, Chicago, or Phoenix offices.\nKey Responsibilities\nPortfolio Analysis & Proposal Generation\nPrepare customized portfolio proposals and performance illustrations using AssetMark tools and systems.\nCoordinate with the internal portfolio construction team to develop customized portfolios for high-net-worth clients.\nPerform tax transition and tax management analysis, including data collection, capital gains estimates, tax-loss harvesting frameworks, and tax sensitivity assessments.\nDevelop advisor- and client-facing materials including investment proposals, economic and market summaries, performance reports, and financial plans.\nConduct various financing planning studies using selected financial planning systems.\nSupport consultants in preparing materials for advisor meetings, client reviews, and prospect engagements.\nEnsure materials are accurate, compliant, and aligned with AssetMark’s investment and planning frameworks.\nOperational & Team Support\nMaintain organized workflows, CRM management, and documentation to maintain and improve team scalability and efficiency.\nCollaborate with Sales, Investment, Advanced Planning, and Operations teams to ensure deliverables meet firm standards.\nContribute to team best practices, process improvements, and training materials.\nSales & Advisor Support\nLeverage strong interpersonal skills to contribute to the growth of the Private Wealth business and deepen relationships with financial advisors.\nServe as a key relationship point of contact for advisors working with high-net-worth and affluent clients on the AssetMark platform.\nPartner closely with the Wealth Solutions Consultant, sales teams, and Investment/Planning teams to deliver high-touch service and support the success of our advisors and their high-net-worth clients.\nSupport advisor engagement efforts through proactive outreach, coordination of materials, and assistance with Private Wealth initiatives and campaigns.\nRole Requirements\nExperience & Education\n2-5 years of experience in investments, wealth management, financial planning, asset management, or consulting.\nBachelor’s degree in Finance, Economics, Business, or related field desired.\nProgress toward CFA, CFP, CAIA, or similar designation preferred.\nProfessional Skills\nClient-service oriented with a strong commitment to delivering a high-quality advisor experience.\nExcellent verbal and written communication skills, with the ability to interact professionally with advisors, internal stakeholders, and cross-functional partners.\nStrong organizational skills and the ability to manage multiple priorities in a fast-paced environment.\nAbility to manage multiple projects in a fast-paced, deadline-driven environment.\nCollaborative mindset and ability to work in a matrixed organization with consultants, sales teams, and investment professionals.\nHigh integrity and commitment to compliance and fiduciary standards.\nTechnical & Analytical Skills\nProficiency in MS Office suite\nFamiliarity with portfolio analytics platforms (e.g., Morningstar, FactSet, Bloomberg, eVestment, Zephyr, BlackRock Aladdin, or similar) is a plus.\nKey Success Metrics\nQuality, accuracy, and timeliness of portfolio and proposal deliverables.\nConsultant productivity.\nAdvisor satisfaction with analytical support and materials.\nProgression of technical expertise and contribution to team process improvement.\nCompensation: The Base Salary range for this position is between $75,000-$95,000, as well as a competitive Sales Incentive Plan based on sales goals.\nThis 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. This position will also be eligible for additional variable incentive compensation and competitive benefits.\nCandidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.\nWho We Are & What We Offer:\nWe are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they’re heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.\nOur Mission\nOur mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients’ lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.\nOur Values\nHeart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day.\nWe believe in:\nLeading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.\n\nObsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.\n\nUnyielding Integrity, doing what’s right, always. Even when it’s hard.\n\nCollective Respect, in being authentic, inclusive and valuing all voices while winning together.\n\nOperating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions.\n\nThese values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.\nOur Culture & Benefits\nOur culture brings our mission and values to life. Here, we do what’s right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.\nFlex Time or Paid Time Off and Sick Time Off\n\n401K - 6% Employer Match\n\nMedical, Dental, Vision - HDHP or PPO\n\nHSA - Employer contribution (HDHP only)\n\nVolunteer Time Off\n\nCareer Development / Recognition\n\nFitness Reimbursement\n\nHybrid Work Schedule\n\nAs an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.","description_format":"text","description_chars":7898,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["401k plan","Hybrid work"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-10-15T23:30:19Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":1,"expected_fill_days":16,"reasons":["conf:3","velocity","win:early","comp:junior"],"computed_at":"2026-10-17T05:46:00Z"},"pay":{"stated_usd_annual":95000,"is_top_pay":false},"html_url":"https://alion.io/job/assetmark-wealth-solutions-specialist","json_url":"https://alion.io/job/assetmark-wealth-solutions-specialist.json","meta":{"generated_at":"2026-10-17T06:51:12Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"assistant_verified","counted_by":"address","units_charged":1,"used_today":1108,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-18T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5445},"rest":"https://alion.io/mcp/rest/get_company?id=5445"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fassetmark-wealth-solutions-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fassetmark-wealth-solutions-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fassetmark-wealth-solutions-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/assetmark-wealth-solutions-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fassetmark-wealth-solutions-specialist"}]}