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

Time Off

It’s important to maintain a balance between work and life. That’s why we provide employees with 20 days of paid leave, 10 paid holidays, and a paid volunteer day every year. We also offer additional time for parents to bond with a new baby or child, time off for jury duty, and more.
career development

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

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 5% 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 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.

AssetMark Blog

September 1, 2020

Respect is a Core Value of AssetMark

At our recent executive committee meeting, we discussed the terrible tragedy of the senseless killing of George Floyd. It was an emotional conversation. All of us are...
March 31, 2020

Our Response to an Unprecedented Time

For more than 20 years, AssetMark has been dedicated to making a difference in the lives of our advisors and their clients. Right now, we’re facing a truly unprecedented...
September 25, 2020

Untapped Opportunities Stemming from COVID-19

I just read a summary of a J.D. Power Wealth Management report on how advisors are handling COVID-19. While the pandemic has forced a command performance of crisis...