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Assetmark Advisor Services Jobs (NOW HIRING)

Senior Software Engineer

Charlotte, NC · Hybrid

$155K - $175K/yr

... AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Senior Data Analyst

Charlotte, NC · Hybrid

$105K - $125K/yr

... AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Senior Data Analyst

Charlotte, NC · On-site

$105K - $125K/yr

... AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Senior Product Manager

Charlotte, NC · On-site

$123K - $163K/yr

Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses. The Opportunity AssetMark is seeking a ...

Security Engineer II

Atlanta, GA · Hybrid

$85K - $100K/yr

... AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Engineer, Platform & DevEx

Charlotte, NC · On-site

$128K - $142K/yr

... AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Senior Data Analyst

Phoenix, AZ · Hybrid

$105K - $125K/yr

... AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Senior Financial Planner

Charlotte, NC · Hybrid

$150K - $180K/yr

... AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Senior Product Manager

Charlotte, NC · On-site

$123K - $163K/yr

Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses. The Opportunity AssetMark is seeking a ...

Senior Product Manager

Charlotte, NC · On-site

$123K - $163K/yr

Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses. The Opportunity AssetMark is seeking a ...

... AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Senior Data Analyst

Phoenix, AZ · On-site

$105K - $125K/yr

... AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Sales Consultant

Phoenix, AZ · Hybrid

$45K - $70K/yr

... AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Security Engineer II

Atlanta, GA · On-site

$85K - $100K/yr

... AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Security Engineer II

Charlotte, NC · Hybrid

$85K - $100K/yr

... AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

Senior Product Manager

Charlotte, NC · On-site

$123K - $163K/yr

Over 10,000 advisors rely on AssetMark for our investment solutions, innovative technology, advanced services, and expertise to help them grow their businesses. The Opportunity AssetMark is seeking a ...

... AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors ...

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Assetmark Advisor Services information

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How much do assetmark advisor services jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for assetmark advisor services in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What are Assetmark Advisor Services?

Assetmark Advisor Services refer to a suite of support and platform solutions provided by AssetMark for financial advisors. These services include investment management, portfolio construction tools, client relationship management, and back-office support. Their goal is to help financial advisors grow their practices, streamline operations, and deliver better outcomes for clients. By leveraging AssetMark’s technology and expertise, advisors can focus more on client relationships and less on administrative tasks.

What are the typical daily responsibilities of an AssetMark Advisor Services professional?

As an AssetMark Advisor Services professional, your day-to-day tasks will revolve around supporting financial advisors by providing solutions, answering product or platform questions, and troubleshooting account issues. You will frequently collaborate with internal teams such as operations, technology, and compliance to resolve complex cases or implement new services. Strong communication and organizational skills are essential, as you'll be balancing multiple advisor requests and ensuring a high standard of client satisfaction. Additionally, you may participate in training or process improvement initiatives to enhance service quality.

What are the key skills and qualifications needed to thrive as an AssetMark Advisor Services professional, and why are they important?

To thrive as an AssetMark Advisor Services professional, you need a strong understanding of investment products, financial planning, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management platforms, CRM systems, and industry certifications such as Series 65 or CFP are commonly expected. Excellent communication, problem-solving abilities, and attention to detail set top performers apart in this role. These skills are crucial for delivering tailored financial solutions, ensuring regulatory compliance, and building lasting advisor-client relationships.

What is the difference between Assetmark Advisor Services vs Financial Advisor?

AspectAssetmark Advisor ServicesFinancial Advisor
CredentialsSeries 7, 66/65, CFP (preferred)Series 7, 66/65, CFP (preferred)
Work EnvironmentFinancial firms, advisory platformsIndependent or firm-based, client-facing
Employer & IndustryFinancial services firms, asset managementBanking, independent firms, insurance companies

Assetmark Advisor Services provides platform support and back-office services for financial advisors, while Financial Advisors directly manage client portfolios and offer personalized financial planning. Both roles often require similar certifications and work within the financial industry, but their focus differs: one supports advisors behind the scenes, the other interacts directly with clients.

Senior Software Engineer

Senior Software Engineer

AssetMark

Charlotte, NC • Hybrid

$155K - $175K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday


Job description

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose.

We're looking for a Senior Application Engineer to play a critical role in designing, building, and evolving the core applications that power our platform. This is a senior-level position for a hands-on technical leader who thrives on solving complex challenges, shaping architectural direction, and mentoring others.

You'll own significant application domains, influence strategic technical decisions, and deliver scalable, secure, and high-performing solutions that directly impact thousands of financial advisors. If you're passionate about engineering excellence and meaningful business outcomes, this role offers both.

We can only consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Charlotte, NC office.

Responsibilities:

Technical Leadership & Architecture

  • Lead the end-to-end design and implementation of complex features and systems
  • Drive architectural decisions and guide the evolution toward target-state architecture
  • Evaluate and recommend scalable, secure solutions for complex engineering challenges
  • Identify performance bottlenecks and implement optimization strategies
  • Ensure systems are resilient, maintainable, and aligned with long-term platform strategy

Advanced Development & Engineering Excellence

  • Build reusable components and design patterns that elevate the broader engineering organization
  • Balance feature velocity with technical debt reduction, secure coding, and design system adoption
  • Elevate engineering standards through thoughtful code reviews and best practices
  • Improve development processes within and across squads
  • Leverage deep system knowledge to troubleshoot and resolve incidents effectively

Execution & Team Leadership

  • Lead delivery of complex initiatives across multiple development cycles
  • Coordinate work across engineers and proactively remove technical blockers
  • Drive agile ceremonies and foster high-performing team dynamics
  • Continuously improve team productivity, quality, and delivery predictability
  • Balance speed and quality without compromising technical integrity

Mentorship & Cross-Functional Collaboration

  • Mentor engineers and cultivate technical growth within the team
  • Translate business requirements into scalable technical solutions in partnership with Product
  • Communicate architectural trade-offs and constraints clearly to stakeholders
  • Represent Engineering in cross-functional planning and strategic discussions
  • Partner closely with Information Security and Compliance teams to ensure regulatory alignment

What You Bring

Technical Expertise

  • Deep experience building modern applications using contemporary frameworks and technologies
  • Strong command of software architecture patterns, microservices, and API design
  • Proven experience with scalability, reliability, and performance optimization
  • Advanced knowledge of database design, data modeling, and query optimization
  • Hands-on experience with Microsoft SQL Server, SSIS (ETL), SSRS, SQL Server Agent
  • Hands-on experience with cloud-native architectures and DevOps practices
  • Strong understanding of security best practices, especially in regulated environments

Leadership & Impact

  • Demonstrated ability to influence architectural direction and technical strategy
  • Experience mentoring engineers and elevating team capabilities
  • Strong communication skills with both technical and non-technical stakeholders
  • Ownership mindset with a bias toward action and accountability

Education & Experience:

  • Bachelor's degree in Computer Science, Software Engineering, or a related field
  • 6-9 years of progressive software engineering experience
  • Experience leading complex, cross-functional application initiatives
  • Strong background in agile development environments
  • Experience in wealth management, fintech, or other regulated industries preferred
  • Experience in C#, .Net, ASP.NET MVC, .Net Core, JavaScript, HTML, CSS, and Microsoft SQL
  • Knowledge in modern front-end technologies like React or Angular

Compensation: The Base Salary range for this position is between $155,000-$175,000.

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

#LI-hybrid

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Who We Are & What We Offer:

We are AssetMark,a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors,forour peopleandforourinvestors.At AssetMarkyour ideas matter;they'reheard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work.

Our Mission

Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.

Our Values

Heart. Client Success. Integrity. Respect.Excellence. Our values are how we show up every day.

We believe in:

  • Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities.

  • Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

  • Unyielding Integrity, doingwhat'sright, always. Even whenit'shard.

  • Collective Respect, in being authentic,inclusiveand valuing all voices while winning together.

  • Operatingwith Excellence, in learning fast, continuously improving,innovatingand collaborating to find new and better solutions.

These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family.

Our Culture & Benefits

Our culture brings our mission and values to life. Here, we dowhat'sright, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life.

  • Flex Time or Paid Time Off and Sick Time Off

  • 401K - 6% Employer Match

  • Medical, Dental, Vision - HDHP or PPO

  • HSA - Employer contribution (HDHP only)

  • Volunteer Time Off

  • Career Development / Recognition

  • Fitness Reimbursement

  • Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.