Good Environment/Culture, Some Opportunities for Growth. - Sales Coordinator AssetMark Employee Review

4.0
29 Sept 2021
Recommend
CEO approval
Business outlook

Pros

The environment at AssetMark is very positive and friendly. Growth is encouraged and the environment is pretty open in terms of being able to collaborate with your coworkers or superiors. The company is also not too large, so it's easy to get to know the people that you work with. This ties into the "con," but in non-busy times, your manager usually will allot you company time to study for the licensing exams as well. You can use these licenses anywhere else.

Cons

Progression is indicative on passing FINRA exams (on the Sales Team, especially). This in itself is not a problem, but studying for the exams can eat into work/life balance.

Explore other reviews about AssetMark

5.0
3 May 2026
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great culture and they really care about their advisors

Cons

Favoritism is evident. If you’re a lifer- you can do no wrong

2.0
1 June 2026
Recommend
CEO approval
Business outlook

Pros

Training and the trainers are the best part of AMT…after training, good luck!

Cons

-Call Center environment more focused on the SLA than the employee. -Depending on team lead, you may or may not get the support needed. -Ongoing system issues which are never resolved. -High Turnover

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