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

• Bachelor’s Degree.
• CFP® (Certified Financial Planner Professional) or CFA® (Chartered Financial Analyst).
• 2+ years of direct client-facing experience in financial planning, wealth management, and investment planning.
• Series 66 securities registration within 100 days of employment, and Series 7 within one year.
• Missouri Life and Health Insurance License is a plus but not required.

Benefits

• Competitive salary
• Individual and team-based incentive compensation
• Competitive benefits package
• 100% of 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
• Tenure based Paid Time Off
• Part-time remote work opportunities