AssetMark Reviews | Glassdoor

AssetMark Reviews

Updated November 30, 2017
46 reviews

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3.7
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AssetMark President & CEO Charles G. Goldman
Charles G. Goldman
4 Ratings

46 Employee Reviews

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Pros
  • We are growing like crazy and it is creating opportunities for the great people who work here (in 8 reviews)

  • Overall rating is based mostly on the awesome people who work there (in 3 reviews)

Cons
  • Being a small company, carrier growth is limited unless they create an internal job title (in 2 reviews)

  • They look out for each other, and no one else (in 2 reviews)

More Pros and Cons

  1. "Operations"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Operations in Phoenix, AZ
    Current Employee - Operations in Phoenix, AZ

    I have been working at AssetMark (More than 5 years)

    Pros

    The people are great to work with.

    Cons

    Very few growth opportunities here.

    Advice to Management

    Pay employees higher wages.


  2. "High Character Organization"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Gold Relationship Manager in Phoenix, AZ
    Current Employee - Gold Relationship Manager in Phoenix, AZ
    Doesn't Recommend
    Positive Outlook
    Approves of CEO

    I have been working at AssetMark full-time (More than a year)

    Pros

    Could not ask for a better group of co-workers. Absolutely love the culture - AssetMark has a true family feel.

    The company is setting growth records every quarter.

    Cons

    Compensation is not ideal.

    The repetitive nature of the work is vey challenging if you enjoy new challenges.

    Advice to Management

    Pay your talented associates.

  3. "Account Operations"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Analyst in Phoenix, AZ
    Former Employee - Analyst in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I worked at AssetMark (More than 3 years)

    Pros

    Great culture and people to work with. Company cares about their associates.

    Cons

    Not much growth opportunity.


  4. "Great Outlook"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee in Phoenix, AZ
    Current Employee - Anonymous Employee in Phoenix, AZ
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at AssetMark full-time (More than 8 years)

    Pros

    Great vision, takes care of their employees, invests in the future, organic growth.

    Cons

    No cons currently at AssetMark

    Advice to Management

    Stay the course.


  5. Helpful (1)

    "Administrative"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Doesn't Recommend
    Neutral Outlook
    No opinion of CEO

    I worked at AssetMark full-time

    Pros

    Some flexibility in hours, work life balance.

    Cons

    Low salary for staff positions, favoritism -, clear inner circle to which not everyone belongs, management creates this atmosphere.


  6. Helpful (1)

    "Trade Operations specialist"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Trade Operations Specialist in Concord, CA
    Current Employee - Trade Operations Specialist in Concord, CA
    Doesn't Recommend
    Negative Outlook
    Disapproves of CEO

    I have been working at AssetMark full-time (More than a year)

    Pros

    The Bart and Parking

    Cons

    The pay is very low. My recommendation would be to work for a year and find a better job in San Francisco.

    Advice to Management

    Everyone is leaving because you don't give proper training.


  7. Helpful (2)

    "Fastest Growing Company around!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at AssetMark full-time

    Pros

    AssetMark is an incredible company. We are growing like crazy and it is creating opportunities for the great people who work here! It is a fast paced and energetic work environment where people care about each other and about serving clients. We are also a mission based company with a solid strategy.

    Cons

    Sometimes too tight with expense management. It is because we want to invest as much back to the client experience as possible, but we just need more people in some areas so there is better work/life balance.

    Advice to Management

    Keep up the growth, reward your people and ensure the focus always remains firmly on the client!

  8. "Good Company With Strong Growth Potential"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Former Employee - Anonymous Employee
    Former Employee - Anonymous Employee
    Recommends
    Positive Outlook

    I worked at AssetMark full-time

    Pros

    A good group of people, nice work/life balance.

    Cons

    Lack of process, older technology.

    Advice to Management

    Continue to hire people with the right experience for their roles.


  9. Helpful (1)

    "AssetMark is a great place to work!"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Leader in Concord, CA
    Current Employee - Leader in Concord, CA
    Recommends
    Positive Outlook

    I have been working at AssetMark full-time (More than 10 years)

    Pros

    Great mission, to help advisors create great outcomes for their clients, and a strategy that fully supports the mission. Caring people from front line through executive leadership all wanting to do right by our clients. The company cares about, invests in and empowers employees and fosters their development. AssetMark is a great place to work.

    Cons

    Challenges in keeping up with the tremendous growth the company has recently experienced, though plans in the works to address these challenges head on.


  10. Helpful (1)

    "Great Place to Work"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Manager in Concord, CA
    Current Employee - Manager in Concord, CA
    Recommends
    Positive Outlook

    I have been working at AssetMark full-time (More than 10 years)

    Pros

    High career growth and development. There is always an opportunity to learn. I am always challenged. Great leadership and culture. The best part of working for AssetMark is definitely the people. I have been here almost 13 years and cannot imagine being at another more rewarding place to work.

    Cons

    Commute takes about an additional 10 minutes off of the freeway.


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