Wealth Planner

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.

• 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.

Benefits

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.