Your Future Starts Here

A career with AssetMark empowers you to change lives - the lives of our clients and your own.

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About Us

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. This translates to more choices and potentially better financial outcomes for everyday people as advisors leverage AssetMark's resources to craft personalized investment plans and navigate the complexities of the market. Our company's mission is centered around helping financial advisors make a difference in the lives of their clients. This is fueled by our empathetic and passionate team, which is dedicated to complex problem-solving in support of our mission.

Core Values

Driven by Our Mission, Connected by Our Values

Heart

Making a difference in the lives of others

Integrity

Doing what is right all the time

Excellence

Doing the best in all that we do

Respect

Encouraging and valuing different ideas, experiences, perspectives, and backgrounds

Diversity, Inclusion and Belonging

We believe in the power of diverse perspectives. Our diversity, inclusion, and belonging (DIB) strategy fuels innovation, drives excellence, and fosters a culture of collaboration. From recruitment to leadership development, every step we take is guided by the principles of inclusion and respect.

Employee Resource Groups (ERGs)

AssetMark fosters a culture of belonging through a network of Employee Resource Groups (ERGs). These groups provide a space for connection, professional development, and advocacy for employees from similar backgrounds or identities as well as community allies. They focus on creating events for celebration, education, and professional development for each of their communities. Here are a few examples of our ERGs:

Pride+ ERG
Black Professional Network (BPN) ERG
Women of AssetMark ERG
Asian and Pacific Islander (API) ERG

In addition to ERGs, AssetMark also offers:

Affinity Groups: Focus on common interests, hobbies, or activities, creating a space for connection and community building around shared passions outside of core work responsibilities.
Community Groups: Center around specific identities or shared experiences, providing support and understanding for employees with similar backgrounds or experiences.

Philanthropy

At AssetMark, diversity and inclusivity are core values guiding our mission to make a meaningful impact on our clients and the communities that support us. Through volunteer time off, summer service programs, and generous donation matching, we empower employees to support the causes they care about. We focus on critical issues like health, education, and community well-being, adapting our efforts to address evolving challenges like hunger, unemployment, and environmental sustainability.

Benefits & Wellness

We prioritize the well-being of our team members through comprehensive benefits and wellness programs. Our commitment to employee wellness goes beyond traditional benefits, offering a range of resources designed to support a healthy work-life balance. From robust healthcare coverage and retirement plans to wellness initiatives promoting physical and mental health, we ensure our employees have the support they need to thrive. Additionally, we provide access to fitness programs, mental health resources, and opportunities for personal and professional development, fostering a culture that values and prioritizes the holistic well-being of our team.

Time Off

It’s important to maintain a balance between work and life. That’s why AssetMark provides salaried employees with unlimited flexible time off plus 10 paid sick days, and hourly employees receive 20 days of paid time off, 5 paid sick days, and one floating holiday annually. All employees are eligible for 11 paid holidays, a paid volunteer day every year, and additional time to serve jury duty, military service, or bond with a new baby or child.

Career Development

We’re committed to helping you grow your career with AssetMark and offer dedicated learning resources aimed at developing and improving your skills so you can succeed in your role at AssetMark. Additionally, we offer tuition reimbursement benefits for eligible courses and programs, and support for professional certification programs.

Retirement & Recognition

We value our employees deeply, and we make sure that’s reflected in the benefits we offer. AssetMark employees work every day to support the financial dreams of our clients, and AssetMark’s 401(k) plan makes it easy for employees to do the same with a 6% company match and a range of investment options. Employees are also recognized for their hard work and tenure with anniversary bonuses, recognition bonuses, and quarterly/annual bonuses.

Health & Wellness

We believe your health comes first, which is why we offer comprehensive medical, dental, and vision coverage, along with a tax-advantaged health savings account, flexible spending account options, and a student loan reimbursement program. We also provide a robust wellness program that offers fitness reimbursement, wellness challenges, and rewards to raise awareness and help you reach your wellness goals.

Your Future Starts Here

See Current Job Openings

AssetMark Blog

Succession Planning

September 3, 2024

6 Common Mistakes Advisors Make in Cash Allocations and Liquidity Management

Do you know the most common liquidity pitfalls for advisors and key discovery questions to help you form a strategy that fits the unique goals of your clients? This blog...

Succession Planning

August 2, 2024

Succession Planning for Financial Advisors: What's Next?

If you're considering retirement, you may be wondering how you can ensure a smooth transition – and extract maximum value from your business – with best practices on...

Marketing

July 30, 2024

Financial Advisor Branding: How to Build Trust and Attract Clients

As financial advisors, it's easy to get caught up in the day-to-day demands of managing client portfolios and providing sound financial guidance. However, overlooking the...

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Security and Privacy Forms and ADV Terms and Conditions

AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.

AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.