Wealth Coordinator

Gatewood Wealth Solutions • Full-time • St Louis, MO, US • $50k - $60k / year • 5d ago

Are you passionate about helping clients achieve their financial dreams? Gatewood Wealth Solutions, a leading comprehensive wealth management firm, is seeking a detail-oriented and collaborative individual to join our team in St. Louis as a Wealth Coordinator.

The Wealth Coordinator 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 Coordinator, you will be responsible for providing financial planning support to the Wealth Planners and collaborate with the Investment Committee to deliver premier financial planning and client service. You will partner with one of our Client Care team of professionals to care for client relationships by actively supporting the financial planning process to address retirement, risk management, investment, estate, and tax considerations.

The Wealth Coordinator is an essential member of our team, working closely with Wealth Planners to offer unmatched financial planning support and service to our clientele. The individual reports directly to the Wealth Coordinator Manager.

Essential Duties And Resonsibilities

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

Requirements

CORE COMPETENCIES

Mastery in preparing for meetings and assisting in client interactions
Efficient management of client needs and prompt task execution
Articulate communication and commendable interpersonal attributes
Ability to analyze and condense data to provide actionable insights
Drafting immaculate professional written communications
Strong interpersonal communication skills to engage with teammates and clients effectively
Analytical mindset and ability to provide thoughtful recommendations and solutions based on client goals
Results driven, detail-oriented self-starter
Excellent team player
Ability to adhere to firm process and compliance standards
Basic knowledge of the financial industry, financial products, financial planning concepts, and investment management
Superior organizational and time management abilities
Stellar communication skills with a client-centric approach
Adept at learning and deploying the firm's protocols, processes, and compliance standards
Solutions-driven mindset tailored for clients

BASIC QUALIFICATIONS:

Bachelor's degree in Finance or a related field or relevant experience
Series 63, 7, and 65 Registrations are a plus, but must be acquired within the first year
A Missouri Life & Health Insurance License is an added advantage, but not required
CFP® Candidate (Certified Financial Planner Professional) is a plus

Benefits

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.