Get Started
    Get Started

      Your Future Starts Here

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

      See Current Job Openings
      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

      Values_Heart (2)

      Heart

      Making a difference in the lives of others
      Values_Integrity (2)

      Integrity

      Doing what is right all the time
      Values_Excellence (2)

      Excellence

      Doing the best in all that we do
      Values_Respect (2)

      Respect

      Encouraging and valuing different ideas, experiences, perspectives, and backgrounds
      AssetMark Diversity, Inclusion and Belonging

      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.
      AssetMark Philanthropy - Habitat For Humanity

      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

      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

      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

      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 and wellness

      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
      Featured
      March 24, 2025

      The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts

      The financial landscape is on the brink of a seismic shift as trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs. This...
      Wealth Management
      March 13, 2025

      Why a Unified Trust and Wealth Management Solution Matters

      As trust executives navigate an evolving financial landscape, the need for a unified approach to trust and wealth management has never been greater. Clients expect seamless,...
      Financial Planning
      February 18, 2025

      How to Position Tax Planning as a Value-Added Service for Financial Advisors

      Incorporating tax planning as a value-added service can set you apart as a financial advisor, helping you attract new clients and strengthen existing relationships. Taxes are...
      View All Blog Posts
      assetmark-logo-white
      Security and Privacy Forms and ADV Terms and Conditions

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

      © 2025 Copyright AssetMark, Inc. All rights reserved. 6916884.1 | 02/2025