Apply on Employer Site

Gatewood Wealth Solutions · 1 day ago

Retirement Plan Coordinator or Retirement Plan Consultant

Brentwood, MO

Full-time

Hybrid

New Grad, Entry, Mid, Senior Level

$81K/yr - $122K/yr

0+ years exp

Gatewood Wealth Solutions is a leading comprehensive wealth management and retirement consulting firm, seeking a growth-minded, collaborative team member for their Retirement Plan Consulting Team. The role involves working closely with advisors and consultants to design, build, and protect retirement futures, with responsibilities including fiduciary oversight, client meetings, and business development initiatives.

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

Retirement plan consultingERISA complianceBusiness developmentFinancial services experienceSeries 65/66 licensingPlan designAnalytical thinkerDetail-orientedCommunicationTeam-orientedAdaptable

Required

Bachelor's degree in Finance, Accounting, Business, or related field

0-3 years of experience in financial services, retirement plans, or related support roles

Series 65/66 licensing and additional retirement-related designation encouraged (firm-sponsored if you don't already hold)

Interest in developing client relationship and business development skills over time, with mentorship and exposure to proposal and prospecting efforts

3-7+ years of experience in retirement plan consulting, recordkeeping, or institutional advisory

Series 65/66 required or obtainable within 6 months

Proven ability to manage and advise on qualified retirement plans

Demonstrated ability to build and nurture professional relationships, prospect new clients, and participate confidently in business development and sales conversations