Wealth Planner

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.

Requirements

• 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.

Benefits

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