Wealth Planner
Gatewood Wealth Solutions is seeking a skilled and dedicated Wealth Planner to join our team in St. Louis. The Wealth Planner position is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. As a Wealth Planner, you will be responsible for providing exceptional client relationship management, ensuring client retention, and delivering comprehensive financial planning and investment advice. You will partner with one of our Client Care team of professionals to care for client relationships by actively participating and leading the financial planning process to address retirement, risk management, investment, estate, and tax considerations.
Essential Duties and Responsibilities
- Develop a mastery of Gatewood Wealth Solution’s planning and investment philosophies.
- Build and maintain strong relationships with client families, serving as the primary point of contact for planning, investment management, and service matters.
- Conduct in-depth analysis and scenario planning to identify opportunities and gaps, covering various financial aspects such as retirement planning, cash flow management, risk management, investment management, tax efficiency and estate planning.
- Create, edit, and present financial plans through eMoney, Black Diamond, and Holistiplan.
- Formulate and implement risk and investment recommendations aligned with client goals. Utilize industry knowledge to identify new revenue opportunities for existing clients.
- Determine asset allocation based on clients’ needs, as well as their willingness and ability to take risk.
- Diligently record client communication, case notes, client information and requests within the firm’s client relationship management platform.
- Manage the onboarding process for new clients and ensure the retention of existing client accounts and assets.
- Work closely with the operations team, investment committee, and other GWS professionals to deliver a concierge client experience, ensuring seamless service and proactive communication.
- Actively support the firm’s strategic initiatives.
- Bachelor’s Degree.
- CFP® (Certified Financial Planner Professional) or CFA® (Chartered Financial Analyst).
- 2+ years of direct client-facing experience in financial planning, wealth management, and investment planning.
- Strong knowledge of investment products, insurance, and financial planning strategies.
- Strong interpersonal communication skills to engage with teammates and clients effectively.
- Analytical mindset and ability to provide thoughtful recommendations and solutions based on client goals.
- Results driven, detail-oriented self-starter.
- Excellent team player.
- Ability to adhere to firm process and compliance standards.
- Knowledge of the financial industry, financial products, financial planning concepts, and investment management.
- Series 66 securities registration within 100 days of employment, and Series 7 within one year.
- Missouri Life and Health Insurance License is a plus but not required.
Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood Wealth Solutions pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. GWS offers 8 weeks paid maternity, paternity leave for the primary caregiver, and 2 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.
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Gatewood Wealth Solutions is excited to welcome a dedicated and skilled Wealth Planner to our dynamic team in St. Louis! If you have a passion for building strong client relationships and helping individuals achieve their financial goals, this role is perfect for you. As a Wealth Planner, you will collaborate with a team of expert advisors to design, build, and protect the financial dreams of our clients. Your role will involve delivering exceptional client relationship management and comprehensive financial planning and investment advice. You'll work closely with our Client Care team, leading the financial planning process to address essential areas such as retirement, risk management, investment strategies, estate planning, and tax considerations. Mastering Gatewood Wealth Solutions’ philosophies is key, as you'll communicate effectively with our client families, providing them with tailored advice based on deep analysis and scenario planning. You’ll present financial plans using top tools like eMoney and Holistiplan, while also ensuring asset allocation aligns with their unique risk profiles. This is a chance to grow professionally, manage the onboarding process for new clients, drive retention, and work with multiple teams to create a seamless experience for clients. If you’re detail-oriented, results-driven, and a great team player, then this is your opportunity to shine at Gatewood Wealth Solutions, where we value and support our team members with a comprehensive benefits package, competitive salary, and opportunities for professional development!
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