Professional Financial Advisor for Wealth Management
5 days ago
At Gatewood Wealth Solutions, we strive to empower families through comprehensive financial planning and investment management services. As a Professional Financial Advisor for Wealth Management, you will play a pivotal role in guiding our clients through life's most complex financial decisions. Your responsibility will be to maintain long-term relationships with clients, ensuring exceptional client satisfaction and retention.
This position involves identifying opportunities to grow the firm's client base by actively acquiring new leads from clients and centers of influence. You will collaborate with clients to identify service improvements, handle inquiries, and provide a high-touch experience that drives loyalty and satisfaction. By strengthening valuable relationships and cross-selling services, you will help every family or business served by Gatewood achieve maximum value.
The ideal candidate will have strong business development skills with a proactive approach to lead generation and networking. They should be able to build and nurture professional relationships with clients and centers of influence, drive client satisfaction and retention, and focus on firm growth. A results-oriented individual with excellent communication and interpersonal skills is essential for this role.
We are looking for an experienced professional with a proven track record in relationship management and business development. The successful candidate will have a Certified Financial Planner (CFP) designation or working towards obtaining it, as well as additional certifications such as CFA, ChFC, CPA, or CLU. Four to six years of experience in wealth advisory, business development, or similar financial services roles is highly preferred.
A competitive salary with both individual and team-based incentive compensation, as well as a comprehensive benefits package, is offered. Benefits include 100% coverage of health insurance, life insurance, short and long-term disability insurance, and a partially funded HSA option. Additional perks include a company match 401(k) plan, education reimbursement, voluntary dental and vision insurances, 8 weeks paid maternity leave, paternity leave, tenure-based Paid Time Off, and part-time remote work opportunities.
Founded in 1981, Gatewood Wealth Solutions is a premier comprehensive financial planning and investment management firm headquartered in St. Louis, Missouri. Our mission is to share our expertise with families, helping them become and remain financially self-reliant. We believe that when we help clients grow and protect their wealth, we are making a positive impact on society. Join our team of dedicated professionals who are passionate about delivering exceptional client experiences and driving firm growth.
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