Regional Consultant

Job Description:

As a Regional Consultant at Asset Mark, the leading provider of investment solutions for independent financial planners, you will lead a sales team within your designated territory to demonstrate how Asset Mark differentiates its products and services in a competitive marketplace. You will collaborate directly with financial advisors to expand the distribution of Asset Mark's platform offerings tailored to their needs.

This is a fully remote position. We are currently hiring for two positions with different territory assignments. For one position, candidates must reside in Colorado, New Mexico, or Wyoming. For the other position, candidates must reside in Illinois or Iowa.

Base Salary: $100,000-$125,000 plus an annualized Sales Incentive Plan target of up to $275,000 based on performance against clearly stated goals and metrics. Achievement of the Sales Incentive Plan target will be based on performance against clearly stated goals and metrics, with the opportunity to exceed target earnings through over achievement of established objectives or goals.

• Travel to advisor’s offices and advisor attended industry events to effectively present Asset Mark’s value proposition
• Provide support to advisors with large client presentations as needed
• Work with new advisor to establish agreements with Asset Mark and assist with transferring their book of business to the Asset Mark platform
• Identify individual objectives, circumstances, and needs of the advisor’s business, and their client base, and work with the advisor to evaluate potential solutions
• Educate, advise, and consult prospective advisors on our wealth management platform, investment practice management, and client relationship offerings

• 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)

• 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 are required

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

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement
• Hybrid Work Schedule

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