Wealth Planner: Client-Centric Financial Planning | Remote

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 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.