Good East Bay financial services company with new senior management bringing lots of change. - Anonymous employee AssetMark Employee Review

3.0
17 Oct 2014
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Great growth potential and new aggressive senior management. Lots of change underway that should drive improved revenue growth. Good comp, decent benefits, profitable with solid loyal clients. One of the few shining stars for financial services in the East Bay. Right next to BART, covered parking lot. Annual winter holiday party is a highlight for employees "+1"; annual summer party is a great family friendly event.

Cons

Change is hard. Change is disruptive. Some of the longer term employees--"the old guard"--are very resistent to the changes. Collaboration can be challenging due to this resistance. Downtown Concord location is in early stages of revival, so lunch options are limited and many storefronts are vacant. Career growth is limited outside of ops and IT. Rewards are more focused on individual contribution than on team efforts.

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 Jun 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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