AssetMark

We strive to make AssetMark a place where everyone feels welcome and where different ideas, experiences, perspectives, and backgrounds are encouraged. This is at the core of our value of respect and why we have, and continue to, create a variety of DEIB programs. Embracing a variety of ideas, experiences, and people not only creates a better environment for everyone but also leads to better outcomes and helps us deliver on our mission of making a difference in the lives of financial advisors. Fostering a culture of respect and inclusion results in: 

• More creative and innovative company culture
• Higher employee retention
• Better served clients

AssetMark: Making a Difference

AssetMark supports financial advisors in their life’s work—helping clients thrive. By giving advisors the tools they need to be successful, we free them up to help their clients reach their goals. We are driven by a mission and set of values that puts advisors and their clients first.

Underpinning all of our services is a deep commitment to asset management excellence, compelling technology and thought leadership. These principles inform our business strategy and reflect our commitment to building deep relationships with advisors, investors and each other.

Who We Are

Advisors work with AssetMark because we share a common goal: making a difference in the lives of investors. We believe that advisors are at their best when they have more time with their clients — listening to their concerns, navigating obstacles and charting a productive course for their future.

Using our innovative investment and management solutions, delivered through compelling technology and outstanding service, advisors can build a better future for their clients while also building more successful businesses for themselves.

History of Innovation

For 20 years, AssetMark has pursued a single purpose: helping investors reach their goals by serving the financial advisors who guide them. Our turnkey asset management program streamlines investment management, supports practice management and improves client management, all through compelling technology.

Why AssetMark?

We have talented, passionate and dedicated associates at AssetMark. If you're looking to join a friendly, supportive environment where everyone works together to make a difference in the lives of advisors and their clients, come work for us. You'll find myriad opportunities to learn and grow professionally in a fun, fast-paced, and challenging environment.

Benefits and Culture

AssetMark employees are passionate about the work they do. We believe in supporting them, by encouraging them to grow and develop in their roles, and giving them an exciting, challenging place to come to work every day. Giving back to the community is a big part of working at AssetMark—we encourage employees to be active with community service efforts. We are proud to support our team with a comprehensive and competitive benefits package