
AssetMark
AssetMark is a leading provider of wealth management and technology solutions for independent financial advisors.
/10
Transparency ranking
Work at AssetMark?
Tell us what we're missing about working at AssetMark so we can make the job search more transparent for everyone.
Tell us what it's like to work at AssetMark!Description
AssetMark is a leading provider of wealth management solutions and technology for independent financial advisors. They offer a comprehensive suite of services, including investment management, digital tools, business consulting, and retirement planning solutions, to help advisors build and grow their businesses. AssetMark's platform is designed to streamline administrative tasks, enhance client experiences, and provide advisors with the resources they need to succeed in the ever-evolving financial landscape.
Their mission is to empower advisors with innovative solutions, insightful guidance, and their undivided attention. AssetMark's approach is tailored to the unique needs of each advisor, offering personalized support and a deep commitment to their success. They believe that independent advisors deserve more than just a vendor relationship, providing a team of experienced professionals who function as an extension of their practice, ready to deliver scalable and personalized service.
Flexibility
AssetMark offers a flexible work environment with unlimited flexible time off for salaried employees and 20 days of paid time off for hourly employees. Salaried employees also receive 10 paid sick days while hourly employees get 5. All employees are eligible for 11 paid holidays, a paid volunteer day annually, and additional time off for jury duty, military service, or bonding with a new baby or child.
Benefits
AssetMark offers a comprehensive benefits package, including unlimited flexible time off and 10 paid sick days for salaried employees, while hourly employees receive 20 days of paid time off, 5 paid sick days, and one floating holiday. All employees are eligible for 11 paid holidays, a paid volunteer day, and additional time for jury duty, military service, or bonding with a new baby or child. AssetMark also provides a 401(k) plan with a 6% company match, anniversary bonuses, recognition bonuses, quarterly/annual bonuses, comprehensive medical, dental, and vision coverage, a health savings account, flexible spending account options, a student loan reimbursement program, and a robust wellness program that offers fitness reimbursement, wellness challenges, and rewards.
Mission
AssetMark is a wealth management technology platform dedicated to supporting the growth of independent financial advisors. Their mission is to empower advisors with innovative solutions, insightful guidance, and personalized services to help them build stronger businesses and deliver exceptional client experiences. They offer a comprehensive suite of products and services, including technology platforms, investment management solutions, business consulting, and transition support, all designed to enhance advisor efficiency, attract new clients, and ultimately create brighter financial futures for both advisors and their clients.
Culture
AssetMark cultivates a culture of support and collaboration, prioritizing the success of both financial advisors and their clients. They value integrity, excellence, respect, and a heart for making a difference. This focus on client-centricity and growth is evident in their comprehensive services, tailored solutions, and dedication to empowering advisors with innovative tools and resources.
DE&I
AssetMark believes a diverse and respectful community is a strong community. They promote diversity through their annual Women Advisors Forum and collaborate with the Center for Financial Planning Board's Workforce Development Advisory Group to attract individuals of all backgrounds to the financial services industry. They foster a culture of belonging through Employee Resource Groups (ERGs), affinity groups, and community groups, and demonstrate their commitment to diversity through volunteer time off, summer service programs, and generous donation matching.
Similar companies. But verified.
