Gatewood Wealth Solutions · 1 day ago
Retirement Plan Coordinator or Retirement Plan Consultant
Brentwood, Missouri, United States
Full-time
Hybrid
Entry, Mid LevelGatewood Wealth Solutions is a leading comprehensive wealth management and retirement consulting firm seeking a detail-oriented professional to join their Retirement Plan Consulting Team. The role involves collaborating with advisors and consultants to design and protect clients' retirement futures, while also contributing to business development and firm growth.
AdviceFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Partner with consultants, advisors, and the Investment Committee to deliver fiduciary oversight, plan governance, and strategic consulting
Prepare and participate in client meetings, including fiduciary reviews, benchmarking, compliance discussions, and participant education sessions
Manage meeting logistics, take detailed notes, track follow-up items, and ensure accountability across internal and external partners
Develop deep understanding of plan design, ERISA compliance, and recordkeeping operations
Leverage retirement plan tools and reporting systems to generate insights, performance metrics, and benchmarking analyses
Support contribution updates, distributions, and amendments while ensuring accuracy and compliance
Identify process improvements and efficiencies that enhance client and participant experiences
Partner with the firm’s Tax & Accounting and Wealth Planning teams to integrate plan design and tax strategies
Assist in business development efforts, RFPs, and relationship management activities
Actively contribute to business development initiatives — including proposal preparation, prospect meetings, and relationship-building with centers of influence (COIs). Consultant-level team members are expected to lead or co-lead business development opportunities and help expand Gatewood’s retirement consulting footprint
Embrace technology, including AI and automation tools, to enhance deliverables and operational efficiency
Participate in special projects that expand your skills and understanding of institutional advisory work
Qualification
Required
Detail-oriented mindset with strong organizational and follow-up skills
Growth-minded approach, eager to learn new concepts, pursue credentials, and take on expanding responsibilities
Excellent written and verbal communication skills
Analytical thinker with ability to interpret data and communicate insights clearly
Team-oriented collaborator who thrives in a professional, fast-paced environment
Commitment to continuous improvement and process excellence
Adaptable and proactive, comfortable managing multiple priorities simultaneously
Strong ethical foundation and commitment to fiduciary best practices
Comfort engaging in professional and consultative sales conversations, with a focus on client needs and relationship growth
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
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