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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. As a Wealth Planner, you will be responsible for providing exceptional client relationship management, ensuring client retention, and delivering comprehensive financial planning and investment advice. You will partner with one of our Client Care team of professionals to care for client relationships by actively participating and leading the financial planning process to address retirement, risk management, investment, estate, and tax considerations.
Essential Duties and Responsibilities
Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood Wealth Solutions pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. GWS offers 8 weeks paid maternity, paternity leave for the primary caregiver, and 2 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.
Full Time
$56k-75k (estimate)
11/29/2023
05/13/2024
gatewoodwealth.com
Saint Louis, MO
<25
The job skills required for Wealth Planner include Planning, Life Insurance, Financial Planning, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Planner positions, which can be used as a reference in future career path planning. As a Wealth Planner, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Planner. You can explore the career advancement for a Wealth Planner below and select your interested title to get hiring information.