Wealth Planner - Remote-Ready Client-Focused Finance Pro

Gatewood Wealth Solutions; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

401(k) match

Education reimbursement

HSA option

Job summary

Gatewood Wealth Solutions in St. Louis seeks a skilled Wealth Planner to join our planning-centric team.

You will design, build, and protect clients' financial futures through comprehensive planning and investment guidance. You will manage client relationships, ensure retention, and collaborate with the Client Care team to deliver a concierge experience across retirement, risk management, investments, estate, and tax considerations.

Qualifications

• Bachelor’s degree required and professional certifications CFP or CFA preferred.
• 2+ years of direct client-facing experience in financial planning or wealth management.
• Strong knowledge of investments, insurance and planning strategies.
• Series 66 within 100 days and Series 7 within one year is expected where applicable.
• Missouri Life and Health Insurance license is a plus but not required.

Responsibilities

• Develop and maintain client relationships as the primary contact for planning and service.
• Conduct in-depth analysis and scenario planning across retirement, risk, investment, and estate planning.
• Create and present financial plans using tools like eMoney, Black Diamond, and Holistiplan.
• Recommend asset allocation aligned with client goals and risk tolerance.
• Collaborate with operations and investment committees to deliver a concierge client experience.

Skills

Client relationship management

Financial planning

Investment planning

Communication skills

Analytical mindset

Team player

Education

Bachelor’s Degree

CFP®

CFA®

Tools

eMoney

Black Diamond

Holistiplan

Job description

Gatewood Wealth Solutions in St. Louis seeks a skilled Wealth Planner to join our planning-centric team.

You will design, build, and protect clients' financial futures through comprehensive planning and investment guidance. You will manage client relationships, ensure retention, and collaborate with the Client Care team to deliver a concierge experience across retirement, risk management, investments, estate, and tax considerations.