Great Company! - Anonymous employee AssetMark Employee Review

4.0
Sep 22, 2015
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great people to work with. Upper management is very accessible and personable. Located next to the concord bart station. There is ample opportunity to move up or lateral within the organization.

Cons

Overall benefits are mediocre compared to other firms in the investment industry or in the bay area.

Explore other reviews about AssetMark

5.0
May 3, 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
Jun 1, 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

1
See reviews by: Helpful|Rating|Date|All