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.

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 & 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 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

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...
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...
December 28, 2020

5 Tips to Grow Your Practice When You’re Feeling Overwhelmed

Your clients have placed their financial future in your hands—that's a serious responsibility. In order to provide the level of service your clients deserve, you need to...