- 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
- 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
- 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
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Wealth Coordinator - St Louis, United States - Gatewood Wealth Solutions
Description
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
CORE COMPETENCIES
