Wealth Planner: Client-Centric Financial Planning | Remote
Gatewood Wealth Solutions
Gatewood Wealth Solutions in St. Louis is seeking a skilled Wealth Planner to join our planning-centric team. You will partner with advisors to design, build, and protect clients’ financial futures through comprehensive planning and investment advice.
The role emphasizes client relationship management, onboarding, and ongoing service, covering retirement, risk management, tax considerations, and estate planning. A CFP or CFA and 2+ years of client-facing experience are preferred.
#J-18808-LjbffrVacancy posted 2 days ago
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