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AssetMark is an investment advisory firm that provides extensive wealth management and technology solutions that power independent financial advisers and customers. The firm offers an end-to-end experience, spanning all elements of an advisers' engagement with the customer, from initial conversations to ongoing financial planning discussions, including billing and performance reporting. AssetMark provides excellent tools and capabilities for advisers to better manage day-to-day business activities, giving them more time for healthy conversations with investors. The firm offers competitive pay packages, healthcare benefits, and other perks to its employees. AssetMark was founded in 1996, and its headquarter is based in Concord, California, United States.
Departments
What departments AssetMark employees work at?
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Similar companies
See what companies are similar to AssetMark
Commercial Banking Companies
Large size
Commercial Banking Companies
Large size
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Team
Professional experience
Professional Growth
How many years of experience do AssetMark employees have before joining?
Years of experience at AssetMark: Newcomers: 19%, Experiencers: 14%, Experts: 21%, Veterans: 46%. AssetMark employees have 8+ years experience on average before joining.
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Professional Growth
Where did AssetMark employees work before joining?
Where they've worked before AssetMark: Bank of America, Bank of the West, Cetera Financial Group. Typical AssetMark employees have worked at Bank of America.
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Bank of America
Bank of the West
Cetera Financial Group
Professional Growth
What industries did AssetMark employees work in previously?
Industry Background: The most typical industries of AssetMark: Investing Companies, Commercial Banking Companies, Insurance Agency & Brokerage Firms, Investment Banking & Securities Brokerage Firms, Finance & Insurance Companies. AssetMark employees
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Professional Growth
Where did AssetMark employees work before joining?
Past employers' size at AssetMark: Small: 28%, Medium: 10%, Large: 62%. Most AssetMark employees have previously worked at large companies.
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Educational background
Educational background
What did employees at AssetMark study?
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Top educational institutions
Where did employees at AssetMark study?
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Employee data
Professional Growth
How long do people stay in a role at AssetMark?
Time employed at AssetMark: <1: 17%, 1-3: 33%, 4-8: 32%, 9-13: 11%, 14-20: 5%, 20+: 2%. Most AssetMark employees stay with the company for 1-3 years which is less than the industry average.
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Culture & Values
How does AssetMark rank for age & gender diversity?
Gender ratio at AssetMark: 64.7% Male and 35.3% Female. Age ratio at AssetMark: 16-20: 0%, 21-30: 36%, 31-40: 31%, 41-50: 25%, 51-60: 6%, 60+: 2%. AssetMark rates - 1.3% more female than the industry average. Most AssetMark employees are 21-30, which
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Professional Growth
What are the top roles at AssetMark?
Top roles of AssetMark: Sales Consultant, Relationship Manager, Case Manager, Business Developer, Software Engineer. The top role at AssetMark is Sales Consultant.
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Sales Consultant
Relationship Manager
Case Manager
Business Developer
Software Engineer
Career advancement
Professional Growth
How does AssetMark rank for career advancement?
Career advancement at AssetMark: very high. AssetMark ranks very high for career advancement which is above the industry average.
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Professional Growth
What companies do AssetMark employees go on to work at?
Future employers of AssetMark: American Express, Arizona State University, Bank of the West, Beaumont Capital Management, Charles Schwab. People who work at AssetMark most typically go on to work for the American Express.
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American Express
Arizona State University
Bank of the West
Beaumont Capital Management
Charles Schwab
