What are the responsibilities and job description for the Wealth Services Coordinator position at Gatewood Wealth Solutions?
Company Overview:
Gatewood Wealth Solutions is a fast-growing firm specializing in delivering exceptional financial advisory services. We emphasize building long-term relationships with clients and ensuring their financial success. We are currently seeking a motivated Wealth Services Coordinator (WSC) to help expand our client base by supporting our Wealth Advisors (WAs) in converting prospects into clients.
Job Summary:
As a Level One Wealth Services Coordinator (WSC) your primary goal will be to provide support during the sales process, complete follow-up action items, and provide a smooth transition to the service team. This role is ideal for a driven individual with 2 years experience in financial services, someone excited about supporting the wealth management team in prospect conversion and eager to make an impact in the wealth management industry.
Key Responsibilities:
Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a robust benefits package. GWS pays 100% of a team member's health insurance, life insurance, and short- and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include:
Gatewood Wealth Solutions is a fast-growing firm specializing in delivering exceptional financial advisory services. We emphasize building long-term relationships with clients and ensuring their financial success. We are currently seeking a motivated Wealth Services Coordinator (WSC) to help expand our client base by supporting our Wealth Advisors (WAs) in converting prospects into clients.
Job Summary:
As a Level One Wealth Services Coordinator (WSC) your primary goal will be to provide support during the sales process, complete follow-up action items, and provide a smooth transition to the service team. This role is ideal for a driven individual with 2 years experience in financial services, someone excited about supporting the wealth management team in prospect conversion and eager to make an impact in the wealth management industry.
Key Responsibilities:
- Client Conversion Support: Act as second chair to the Wealth Advisor in Discovery and Solutions Meetings with Prospects, helping facilitate the client's journey from prospect to client. Prepare case materials to ensure Solutions Meetings can be held within 48 hours of the Discovery Meeting
- CRM & Pipeline Management: Keep detailed records in the CRM system (Salesforce,) track prospect interactions and lead conversion metrics, and regularly report on deal pipeline progress
- Collaboration with Wealth Advisors: Work closely with Wealth Advisors to ensure smooth handoffs of prospects and align on client conversion strategies
- Seminar & Event Support: Assist in driving attendance for retirement seminars and other client-facing events, and follow up with attendees to engage prospective clients
- Market Research & Prospect Engagement: Conduct research to tailor outreach efforts to specific prospects, ensuring a high level of personalization and engagement
- Collaboration with GWS Marketing: Work closely with the GWS Marketing Team to drive new business.
- Lead Qualification & Outreach: Quickly engage with leads, ensuring they are properly qualified and scheduling Discovery Meetings for Wealth Advisors. Prompt follow-up is crucial to success in this role
- Bachelor's degree in Business, Marketing, Finance, or a related field
- 2 years of experience, ideally within wealth management or financial services
- Strong interpersonal and communication skills with a client-centric mindset
- Experience with CRM systems (e.g., Salesforce) and digital marketing tools (e.g., HubSpot)
- Highly organized with excellent time-management skills and the ability to meet deadlines
Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a robust benefits package. GWS pays 100% of a team member's health insurance, life insurance, and short- and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include:
- Company match 401(k) plan
- Education reimbursement
- Voluntary dental and vision insurance
- 10 weeks paid maternity/paternity leave for the primary caregiver, and 2 weeks for the secondary caregiver
- Tenure-based Paid Time Off (PTO)
- Part-time remote work opportunities
