Job Description:

If you're looking for a place to expand upon your budding skills, AssetMark offers you the opportunity to delve into a variety of work and interact with numerous departments within the organization. If you have a passion for learning and are serious about growing your skill set, let AssetMark be the bridge to your future! We look for you to bring initiative, resourcefulness, and the ability to make sound decisions while you balance vital responsibilities with grace. Your desire for a fast-paced and exciting environment will be realized in this internship opportunity with a company that is dedicated to the personal and professional development of its valued employees.

The Job/What You’ll Do:

This internship opportunity will focus on assisting the internal sales team by creating Advisor facing reports, campaign management and reporting, pre and post Advisor event support, and working directly with Advisors on very specific tasks. This position may also be called upon to support Salesforce.com projects and limited office administration duties. This role represents an exciting opportunity for a candidate who wants to be exposed to a world-class sales organization, be challenged to think creatively, and create processes and infrastructure that will support and streamline the sales process.

Objectives:

• Gain work experience within a sales organization in a financial services-related field

• Learn to automate/institutionalize the sales process

• Gain insights into how to successfully collaborate within a cross-functional organization

• Increase knowledge of working within CRM and business systems & technology

Responsibilities:

• Campaign management, including prospect and client email, calling, and event campaigns

• Working directly with Advisors in a limited capacity to answer questions and provide information

• Gather, compile, and analyze data to identify, prioritize, and execute process improvement opportunities within the Sales Administration team

• Provide general administrative support to the team as directed

• Make calls to prospective financial advisors to confirm data and/or invite them to events

Knowledge, Skills & Abilities:

• Intermediate-Advanced knowledge of Microsoft Office® (Word, Excel, PowerPoint, Outlook)

• Excellent written communication; technical writing proficiency preferred

• Comfortable managing and navigating through data and content

• Ability to self-direct and manage time and priorities

• Attention to detail

• Ability to work independently and be a team player

• A positive, team-oriented, can-do attitude

Education & Experience:

• Pursuing a Bachelor’s or Master’s degree in Business, Management, Finance, or a related field, we will consider recent graduates

• Preferred minimum GPA of 3.0 on a 4.0 scale

Internship Details:

Hourly wage: $17.00 per hour

Duration: June 8, 2026- August 14, 2026

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

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, for our people and for our investors. At AssetMark your ideas matter; they’re heard, 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, doing what’s right, always. Even when it’s hard. 

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

• Operating with Excellence, in learning fast, continuously improving, innovating and 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 do what’s right, 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.