Gatewood Wealth Solutions · 4 months ago
Wealth Coordinator
St Louis, MO
Full-time
Onsite
New Grad, Entry Level
$58K/yr - $70K/yrGatewood Wealth Solutions is a leading comprehensive wealth management firm seeking a detail-oriented Wealth Coordinator to join their team in St. Louis. This role involves collaborating with Wealth Planners and the Investment Committee to provide exceptional financial planning support and client service, ensuring clients achieve their financial dreams.
AdviceFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Develop a mastery of Gatewood Wealth Solution's planning and investment philosophies
Collaborate with Wealth Planners and the Investment Committee to deliver exceptional financial planning
Assist clients in realizing their financial aspirations
Prepare client meetings by creating and organizing materials such as financial plans, investment proposals, and paperwork for client discussions
Quickly learn the financial planning software eMoney to create and edit financial plans, as well as Black Diamond and Holistiplan as additional service and planning tools
Participate in client meetings, aiding in data collection, summarizing details, and ensuring timely follow-ups
Fulfill ongoing client service requests, including money transfers and addressing specific client needs
Interact with current and prospective clients to gather essential information and track action items
Manage the onboarding process for new clients and ensure the retention of existing client accounts and assets
Work alongside Wealth Planners to bolster client retention and manage assets
Identify additional planning and revenue opportunities within our existing client base
Draft professional and concise communications tailored for clients and potential leads
Collaborate with clients and internal teams to ensure a superior client experience
Qualification
Required
Mastery in preparing for meetings and assisting in client interactions
Efficient management of client needs and prompt task execution
Articulate communication and commendable interpersonal attributes
Ability to analyze and condense data to provide actionable insights
Drafting immaculate professional written communications
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
Basic knowledge of the financial industry, financial products, financial planning concepts, and investment management
Superior organizational and time management abilities
Stellar communication skills with a client-centric approach
Adept at learning and deploying the firm's protocols, processes, and compliance standards
Solutions-driven mindset tailored for clients
Bachelor's degree in Finance or a related field or relevant experience
Series 63, 7, and 65 Registrations are a plus, but must be acquired within the first year
Preferred
A Missouri Life & Health Insurance License is an added advantage, but not required
CFP® Candidate (Certified Financial Planner Professional) is a plus
Benefits
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.
Company
Gatewood Wealth Solutions
Gatewood Wealth Solutions is a wealth management company that specializes in financial planning, retirement, and advisory services.
Founded in 1981
11-50 employees
H1B Sponsorship
Gatewood Wealth Solutions has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2021 (1)
Funding
Current Stage
Early StageLeadership Team
John Gatewood
Founder & CEO
Aaron Tuttle
Partner, Chief Investment Officer, and Chief Operations Officer
Company data provided by crunchbase