At Gatewood Wealth Solutions, we understand that wealth isn't just about numbers. it's about what those numbers allow you to do. As a Wealth Advisor, you will play a pivotal role in guiding our clients through life’s most complex financial decisions. You are responsible for managing and enhancing client relationships, ensuring an exceptional client experience and retention. This role involves maintaining long-term, trusted relationships with clie...
At Gatewood Wealth Solutions, we understand that wealth isn't just about numbers. it's about what those numbers allow you to do. As a Wealth Advisor, you will play a pivotal role in guiding our clients through life's most complex financial decisions. You are responsible for managing and enhancing client relationships, ensuring an exceptional client experience and retention. This role involves maintaining long-term, trusted relationships with clie...
As a Level One. Business Development Specialist (BDS). your primary goal will be to engage leads, schedule Discovery Meetings, and provide support during the sales process. This role is ideal for a driven individual with 2 years of sales experience in financial services, eager to make an impact in the wealth management industry by focusing on "speed to lead" (contacting leads as quickly as possible, within one hour of receipt) and supporting the ...
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...
