Wealth Coordinator

We are seeking a detail-oriented and collaborative individual to join our team as a Wealth Coordinator in St. Louis. The Wealth Coordinator will provide financial planning support to Wealth Planners and collaborate with the Investment Committee to deliver premier financial planning and client service.

Requirements

• Develop a mastery of Gatewood Wealth Solution’s planning and investment philosophies.
• Collaborate with Wealth Planners and the Investment Committee to deliver exceptional financial planning.
• Assist clients in realizing their financial aspirations.
• Prepare client meetings by creating and organizing materials such as financial plans, investment proposals, and paperwork for client discussions.
• Quickly learn the financial planning software eMoney to create and edit financial plans, as well as Black Diamond and Holistiplan as additional service and planning tools.
• Participate in client meetings, aiding in data collection, summarizing details, and ensuring timely follow-ups.
• Fulfill ongoing client service requests, including money transfers and addressing specific client needs.
• Interact with current and prospective clients to gather essential information and track action items.
• Manage the onboarding process for new clients and ensure the retention of existing client accounts and assets.
• Work alongside Wealth Planners to bolster client retention and manage assets.
• Identify additional planning and revenue opportunities within our existing client base.
• Draft professional and concise communications tailored for clients and potential leads.
• Collaborate with clients and internal teams to ensure a superior client experience.

Benefits

• Competitive salary with individual and team-based incentive compensation
• Competitive benefits package
• 100% health insurance
• 100% life insurance
• 100% short and long-term disability insurance
• Partially funded HSA option
• Company match 401(k) plan
• Education reimbursement
• Voluntary dental insurance
• Voluntary vision insurance
• 8 weeks paid maternity leave
• 8 weeks paid paternity leave for primary caregiver
• 2 weeks paid leave for secondary caregiver
• Tenure-based Paid Time Off
• Part-time remote work opportunities