Wealth Planner

Gatewood Wealth Solutions; Brentwood (MO); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

HSA

401(k) match

Education reimbursement

Dental insurance

Vision insurance

Maternity/paternity leave

Paid time off

Part-time remote work

Job summary

Gatewood Wealth Solutions in St. Louis is seeking a skilled Wealth Planner to join our planning-centric team. You will partner with advisors to design, build, and protect clients’ financial futures through comprehensive planning and investment advice.

The role emphasizes client relationship management, onboarding, and ongoing service, covering retirement, risk management, tax considerations, and estate planning. A CFP or CFA and 2+ years of client-facing experience are preferred.

Qualifications

• Bachelor’s degree required.
• CFP or CFA certification.
• 2+ years of direct client-facing experience in financial planning.
• Knowledge of investment products, insurance, and financial planning strategies.
• Series 66 within 100 days; Series 7 within one year.
• Missouri Life and Health Insurance License a plus.

Responsibilities

• Develop comprehensive financial plans and provide investment guidance.
• Build and maintain strong client relationships as the primary contact for planning.
• Conduct in-depth analysis and scenario planning for retirement, risk, tax, and estate planning.
• Present plans using eMoney, Black Diamond, and Holistiplan.
• Record client communications and onboarding activities in CRM.
• Collaborate with operations and investment committees to deliver concierge service.

Skills

Client relationship management

Financial planning

Investment planning

Communication

Analytical mindset

Team collaboration

Education

Bachelor’s Degree

CFP

CFA

Tools

eMoney

Black Diamond

Holistiplan

Job description

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.