Build a Brighter Future

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

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Benefits and Culture

What We Have to Offer

At AssetMark, you’ll find a culture that personifies heart, integrity, excellence, and respect. You’ll work alongside coworkers that live these values every day. What’s more, we act on these cultural values by offering a comprehensive benefits package to support your health and happiness.

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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

Features + Benefits

Time Off

It’s important to maintain a balance between work and life. That’s why we provide salaried employees with unlimited flexible time off and provide hourly employees with 15 days of paid time off and one floating holiday annually. We also offer employees 10 days of sick time, 10 paid holidays, and a paid volunteer day every year, with additional time to serve jury duty, bond with a new baby or child, and more.

Career Development

We’re committed to helping you grow your career with AssetMark and offer dedicated learning resources aimed to develop and improve your skills so you can succeed in your role at AssetMark. Additionally, we offer tuition reimbursement benefits for eligible courses and programs, and reimbursement 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 and flexible spending account options. 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.

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AssetMark Blog

Career Development

October 22, 2020

Empowering Women in Financial Services

At AssetMark, we believe everyone should have access to financial planning and advice, and that our industry needs to continue to expand its recruiting and retention efforts...

Growth

November 10, 2020

Opportunities for Advisors Abound Despite Market Impact of COVID-19

Has the global pandemic impacted how people feel about investing? Our new American Financial Experience Survey says yes, and in a big way. Designed to gauge the attitudes...

Financial Planning

December 11, 2020

Rethinking Your “Giving Season” Philosophy

As a challenging year comes to an end, despite the many hardships that affect us all, people are still looking at ways they can donate time and money to help those in even...

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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 and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.