Assetmark | Diversity Employer

Dedicated to Building Brighter Futures
We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention

A DIFFERENT EXPERIENCE
The Independent Advisor’s Guide
Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.

HISTORY OF EXCELLENCE
Innovating for over 25 years
Ever since AssetMark was founded in 1996, we’ve supported financial advisors in their efforts to deliver financial wellbeing for their clients. By developing innovative solutions—such as PortfolioEngine and Guided Portfolio Solutions—we’ve pushed the boundaries of what a turnkey asset management platform (TAMP) can be.

Build a Brighter Future

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

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