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Financial Wealth Strategist
2 months ago
Gatewood Wealth Solutions is in search of a proficient and committed Wealth Planner to enhance our operations. This role presents a unique opportunity to work alongside a team of advisors focused on planning, dedicated to shaping, safeguarding, and realizing the financial aspirations of our clients.
Key Responsibilities
- Achieve a thorough understanding of Gatewood Wealth Solutions' investment and planning methodologies.
- Establish and nurture robust relationships with client families, acting as the main liaison for planning, investment management, and service inquiries.
- Perform comprehensive analyses and scenario planning to uncover opportunities and identify gaps across various financial domains, including retirement planning, cash flow management, risk assessment, investment strategies, tax optimization, and estate planning.
- Design, modify, and present financial plans utilizing tools such as eMoney, Black Diamond, and Holistiplan.
- Develop and execute risk and investment strategies that align with client objectives, leveraging industry insights to uncover new revenue streams for current clients.
- Assess asset allocation based on clients' preferences and their capacity to accept risk.
- Meticulously document client interactions, case notes, and requests within the firm's client relationship management system.
- Oversee the onboarding process for new clients while ensuring the retention of existing accounts and assets.
- Collaborate closely with the operations team, investment committee, and other professionals to provide a high-touch client experience, ensuring seamless service and proactive communication.
- Actively contribute to the firm's strategic goals.
Qualifications
- Bachelor's Degree.
- CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation.
- A minimum of 2 years of direct client-facing experience in financial planning, wealth management, and investment strategy.
- In-depth knowledge of investment products, insurance, and financial planning methodologies.
- Exceptional interpersonal communication skills to effectively engage with clients and team members.
- Analytical mindset with the ability to provide insightful recommendations tailored to client objectives.
- Results-oriented, detail-focused self-starter.
- Strong team collaboration skills.
- Commitment to adhering to firm processes and compliance standards.
- Familiarity with the financial industry, including financial products, planning concepts, and investment management.
- Series 66 securities registration within 100 days of employment, and Series 7 within one year.
- Missouri Life and Health Insurance License is advantageous but not mandatory.
Compensation and Benefits
Gatewood Wealth Solutions provides a competitive salary structure with both individual and team-based incentive compensation, along with a comprehensive benefits package. The company covers 100% of health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a 401(k) plan with company matching, education reimbursement, and optional dental and vision insurance. The firm also offers generous paid maternity and paternity leave, tenure-based Paid Time Off, and flexible remote work opportunities.
