Browse
···
Log in / Register

Wealth Planner

Negotiable Salary

Gatewood Wealth Solutions

St. Louis, MO, USA

Favourites
Share

Description

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 planning and investment advice. You will partner with one of our Client Care team of professionals to care for client relationships by actively participating and leading the financial planning process to address retirement, risk management, investment, estate, and tax considerations.  Essential Duties and Responsibilities Develop a mastery of Gatewood Wealth Solution’s planning and investment philosophies. Build and maintain strong relationships with client families, serving as the primary point of contact for planning, investment management, and service matters. Conduct in-depth analysis and scenario planning to identify opportunities and gaps, covering various financial aspects such as retirement planning, cash flow management, risk management, investment management, tax efficiency and estate planning. Create, edit, and present financial plans through eMoney, Black Diamond, and Holistiplan. Formulate and implement risk and investment recommendations aligned with client goals. Utilize industry knowledge to identify new revenue opportunities for existing clients. Determine asset allocation based on clients’ needs, as well as their willingness and ability to take risk. Diligently record client communication, case notes, client information and requests within the firm’s client relationship management platform. Manage the onboarding process for new clients and ensure the retention of existing client accounts and assets. Work closely with the operations team, investment committee, and other GWS professionals to deliver a concierge client experience, ensuring seamless service and proactive communication. Actively support the firm’s strategic initiatives. 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. Strong knowledge of investment products, insurance, and financial planning strategies. 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. Knowledge of the financial industry, financial products, financial planning concepts, and investment management. 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 Gatewood Wealth Solutions offers a competitive salary with both individual and team-based incentive compensation, as well as a competitive benefits package. Gatewood Wealth Solutions pays 100% of a team member’s health insurance, life insurance, short and long-term disability insurance, and offers a partially funded HSA option. Additional benefits include a company match 401(k) plan, education reimbursement, voluntary dental, and vision insurances. GWS offers 8 weeks paid maternity, paternity leave for the primary caregiver, and 2 weeks for the secondary, tenure based Paid Time Off, and part-time remote work opportunities.

Source:  workable View Original Post

Location
St. Louis, MO, USA
Show Map

workable

You may also like

M/I Homes
Vice President of Finance
San Antonio, TX, USA
M/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 150,000 homeowners and grown to become one of the nation’s leading homebuilders. M/I Homes started as a family business and grew into a national leader in a single generation with divisions in 17 markets. Southwest Florida is M/I Homes’ newest division in Florida, covering Lee, Collier, Charlotte, and parts of Sarasota counties.  This position offers great career growth opportunities in this new division as we continue to grow in the SWFL market. We are currently expanding our division and looking for driven, passionate members to join our M/I Homes TEAM in Southwest Florida.  Where you work matters!  Job Summary Acts as a business partner to the Area President with a focus on and accountability for division operations, process improvements, and maximizing financial performance.  Primary financial contact for Area/Division Presidents, department heads, and other division personnel. Serves a liaison between divisions and executive management. Responsible for providing accurate and timely financial information. Duties and Responsibilities Prepares and assists in the execution of the Division’s Annual and Revised homebuilding Budgets. Maximizes operational results related to margin, net income, and return on investment through sharp focus on division investment, house plan pricing and costs, cycle times, and overheads Ensures that all division policies and procedures promote efficiency, compliance with internal controls and the greater well-being of the division. Reviews analysis of potential land deals to ensure they add benefit to the division investment portfolio. Monitors land budgets, change orders, job costs and reserves to maintain accuracy of budgets. Responsible for maintaining accuracy and reliability of backlog. Supports purchasing team in monitoring of direct construction costs and job cost variances. Analyzes monthly financial statements and provides guidance on the Division’s financial performance. Monitors balance sheet items to include land & homebuilding WIP, escrows, and accruals. Manages accounts payable personnel and other division personnel where necessary. Assists Corporate Accounting with Sarbanes Oxley compliance. Supports IT with Information Systems implementations: JDE, HMS, etc. Assists the Area Presidents, Region Presidents, and corporate teams with special projects. Requirements Minimum Education/Experience Minimum of 5 years of experience and 3 years of industry experience.  Bachelor’s Degree (Master’s preferred).  CPA/Public Accounting preferred. Skills and Abilities Extensive knowledge of homebuilding operations and finance practices along with job costing, budgeting, and strategic planning. Strong communication, analytical, time-management and organizational skills.  Detail oriented, self-sufficient, with the ability to multi-task.  Confident working closely with upper management and corporate executives.  Proficient with Microsoft Excel program.  Work Conditions Weekend work and travel required when necessary. Benefits M/I Homes offers a comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, profit sharing plan, employee stock purchase plan, employee home purchase plan and more. We are committed to attracting, developing, and retaining diverse talent that reflects the customers we serve and the communities where we live and work. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #IND456
Negotiable Salary
M/I Homes
Vice President of Finance
San Antonio, TX, USA
M/I Homes has been building new homes of outstanding quality and superior design for more than 40 years. Founded in 1976 by Irving and Melvin Schottenstein and guided by Irving’s drive to always “treat the customer right,” we have fulfilled the dreams of over 150,000 homeowners and grown to become one of the nation’s leading homebuilders. M/I Homes started as a family business and grew into a national leader in a single generation with divisions in 17 markets. Southwest Florida is M/I Homes’ newest division in Florida, covering Lee, Collier, Charlotte, and parts of Sarasota counties.  This position offers great career growth opportunities in this new division as we continue to grow in the SWFL market. We are currently expanding our division and looking for driven, passionate members to join our M/I Homes TEAM in Southwest Florida.  Where you work matters!  Job Summary Acts as a business partner to the Area President with a focus on and accountability for division operations, process improvements, and maximizing financial performance.  Primary financial contact for Area/Division Presidents, department heads, and other division personnel. Serves a liaison between divisions and executive management. Responsible for providing accurate and timely financial information. Duties and Responsibilities Prepares and assists in the execution of the Division’s Annual and Revised homebuilding Budgets. Maximizes operational results related to margin, net income, and return on investment through sharp focus on division investment, house plan pricing and costs, cycle times, and overheads Ensures that all division policies and procedures promote efficiency, compliance with internal controls and the greater well-being of the division. Reviews analysis of potential land deals to ensure they add benefit to the division investment portfolio. Monitors land budgets, change orders, job costs and reserves to maintain accuracy of budgets. Responsible for maintaining accuracy and reliability of backlog. Supports purchasing team in monitoring of direct construction costs and job cost variances. Analyzes monthly financial statements and provides guidance on the Division’s financial performance. Monitors balance sheet items to include land & homebuilding WIP, escrows, and accruals. Manages accounts payable personnel and other division personnel where necessary. Assists Corporate Accounting with Sarbanes Oxley compliance. Supports IT with Information Systems implementations: JDE, HMS, etc. Assists the Area Presidents, Region Presidents, and corporate teams with special projects. Requirements Minimum Education/Experience Minimum of 5 years of experience and 3 years of industry experience.  Bachelor’s Degree (Master’s preferred).  CPA/Public Accounting preferred. Skills and Abilities Extensive knowledge of homebuilding operations and finance practices along with job costing, budgeting, and strategic planning. Strong communication, analytical, time-management and organizational skills.  Detail oriented, self-sufficient, with the ability to multi-task.  Confident working closely with upper management and corporate executives.  Proficient with Microsoft Excel program.  Work Conditions Weekend work and travel required when necessary. Benefits M/I Homes offers a comprehensive benefits package, including medical, dental, vision, paid time off and paid holidays, paid parental leave, traditional and Roth 401(k) options, profit sharing plan, employee stock purchase plan, employee home purchase plan and more. We are committed to attracting, developing, and retaining diverse talent that reflects the customers we serve and the communities where we live and work. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing. #IND456
Negotiable Salary
Fun Town RV
Finance Manager
Jackson, MI, USA
Founded in 2010, Fun Town RV (FTRV) has grown into Texas’s largest RV chain, operating 36 locations and planning to expand. We provide excellent customer service and offer top RV brands for less, backed by a rigorous 100+ point inspection process on every RV we sell. At Fun Town RV, we prioritize hiring candidates who are honest, accountable, positive, and passionate about exceeding expectations. If you're seeking a dynamic career with growth potential and competitive earning opportunities, we encourage you to apply! Overview: The Finance Manager serves as the critical link between the customer and lending institutions, providing tailored finance options while ensuring all transactions are compliant with legal and ethical standards. This role is responsible for maximizing finance income, maintaining customer satisfaction, and promoting ancillary products and services.  Key Responsibilities: Customer & Lender Coordination: Act as the primary liaison between customers and financial institutions to secure financing. Present finance options that meet individual customer needs. Maintain strong relationships with lender representatives. Credit Review & Payment Structuring: Review and analyze customer credit applications for accuracy and eligibility. Offer appropriate payment plans tailored to the customer’s financial profile. Ensure clear and accurate communication of financing terms. Product Sales & Compliance: Present and explain service contracts, GAP insurance, and other F&I products. Maintain compliance with state and federal regulations throughout the transaction process. Ensure ethical standards are upheld in every deal. Documentation & Reporting: Accurately complete all finance-related documentation and deal paperwork. Ensure timely funding of deals and resolution of any funding issues. Track and report F&I performance metrics, including product penetration and income generation. Goal Achievement & Customer Satisfaction: Consistently meet or exceed monthly finance income and product sales targets. Maintain high customer satisfaction scores through professional and informative interactions. Collaborate with the sales team to close deals efficiently and ethically. Requirements 2+ years of experience as a Finance Manager in the RV or automotive industry. Demonstrated success in closing deals and achieving finance income goals. Proficient in financial software applications and dealership management systems. Strong computer skills; Excel and CRM experience preferred. Excellent communication, organizational, and interpersonal skills. Knowledge of compliance requirements for consumer financing. Self-motivated with a high attention to detail and a customer-first mindset. Must pass MVR and background check. Physical Requirements:  Prolonged periods of sitting and reviewing documents or working on a computer. Frequent verbal communication with customers, lenders, and team members. Ability to travel occasionally to various dealership locations. Visual acuity to read contracts and fine print with accuracy. Must be able to lift up to 25 lbs. occasionally. Benefits Competitive salary based on experience. Health, dental, and vision insurance. Life Insurance. Paid vacation and holidays. 401(k) with company match and profit sharing. Christmas Savings Plan. Employee discounts in company stores. Join Our Growing Team! At Fun Town RV, we value our employees and provide opportunities for career advancement in an exciting, fast-growing industry. If you’re ready to be part of a company that values hard work and dedication, apply today! Fun Town RV is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, or disability status. Applicants must be authorized to work in the U.S. Drug screening, driving record, and background checks may be conducted prior to and during employment.
Negotiable Salary
Fun Town RV
Finance Manager
Jackson, MI, USA
Founded in 2010, Fun Town RV (FTRV) has grown into Texas’s largest RV chain, operating 36 locations and planning to expand. We provide excellent customer service and offer top RV brands for less, backed by a rigorous 100+ point inspection process on every RV we sell. At Fun Town RV, we prioritize hiring candidates who are honest, accountable, positive, and passionate about exceeding expectations. If you're seeking a dynamic career with growth potential and competitive earning opportunities, we encourage you to apply! Overview: The Finance Manager serves as the critical link between the customer and lending institutions, providing tailored finance options while ensuring all transactions are compliant with legal and ethical standards. This role is responsible for maximizing finance income, maintaining customer satisfaction, and promoting ancillary products and services.  Key Responsibilities: Customer & Lender Coordination: Act as the primary liaison between customers and financial institutions to secure financing. Present finance options that meet individual customer needs. Maintain strong relationships with lender representatives. Credit Review & Payment Structuring: Review and analyze customer credit applications for accuracy and eligibility. Offer appropriate payment plans tailored to the customer’s financial profile. Ensure clear and accurate communication of financing terms. Product Sales & Compliance: Present and explain service contracts, GAP insurance, and other F&I products. Maintain compliance with state and federal regulations throughout the transaction process. Ensure ethical standards are upheld in every deal. Documentation & Reporting: Accurately complete all finance-related documentation and deal paperwork. Ensure timely funding of deals and resolution of any funding issues. Track and report F&I performance metrics, including product penetration and income generation. Goal Achievement & Customer Satisfaction: Consistently meet or exceed monthly finance income and product sales targets. Maintain high customer satisfaction scores through professional and informative interactions. Collaborate with the sales team to close deals efficiently and ethically. Requirements 2+ years of experience as a Finance Manager in the RV or automotive industry. Demonstrated success in closing deals and achieving finance income goals. Proficient in financial software applications and dealership management systems. Strong computer skills; Excel and CRM experience preferred. Excellent communication, organizational, and interpersonal skills. Knowledge of compliance requirements for consumer financing. Self-motivated with a high attention to detail and a customer-first mindset. Must pass MVR and background check. Physical Requirements:  Prolonged periods of sitting and reviewing documents or working on a computer. Frequent verbal communication with customers, lenders, and team members. Ability to travel occasionally to various dealership locations. Visual acuity to read contracts and fine print with accuracy. Must be able to lift up to 25 lbs. occasionally. Benefits Competitive salary based on experience. Health, dental, and vision insurance. Life Insurance. Paid vacation and holidays. 401(k) with company match and profit sharing. Christmas Savings Plan. Employee discounts in company stores. Join Our Growing Team! At Fun Town RV, we value our employees and provide opportunities for career advancement in an exciting, fast-growing industry. If you’re ready to be part of a company that values hard work and dedication, apply today! Fun Town RV is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, or disability status. Applicants must be authorized to work in the U.S. Drug screening, driving record, and background checks may be conducted prior to and during employment.
Negotiable Salary
Tricoci University
Financial Aid Coordinator
Park Ridge, IL, USA
Become a Financial Aid Coordinator at Tricoci University of Beauty Culture! About Us Tricoci University of Beauty Culture (TUBC) is dedicated to providing quality education and support to future beauty professionals. Founded by renowned beauty industry leader Mario Tricoci, we have established ourselves as a premier institution in the beauty education space. With multiple campuses across the Midwest, we are committed to nurturing talent and fostering a passion for excellence in the beauty industry. Your Role As a Financial Aid Coordinator at Tricoci University, you will be instrumental in guiding prospective students through the financial aid process, helping them understand their options for funding their education. Your expertise will ensure that students have the financial resources they need to attend our programs and successfully navigate their educational journey.      Key Responsibilities Provide comprehensive financial advising to prospective students and their families regarding available financial aid options. Evaluate students' financial needs and assist them in understanding the different types of financial aid and loans. Guide students in completing necessary financial aid applications and documentation accurately and timely. Perform follow-ups with students to ensure they meet deadlines and stay informed about their financial responsibilities. Build and maintain relationships with external funding sources to provide updated information to students. Conduct workshops and presentations on financial literacy and managing education-related expenses. Stay updated on federal, state, and institutional financial aid regulations and policies to provide accurate advice to students. Collaborate with admissions and academic departments to create a seamless financial aid experience for students. Maintain accurate records of financial aid transactions and interactions with students. Participate in recruitment events and outreach initiatives to promote financial aid resources. Requirements Qualifications: Bachelor’s degree in finance, business administration, or related field preferred. Experience in financial advising, financial aid administration, or related roles preferred. Strong understanding of federal and state financial aid programs and regulations. Excellent interpersonal and communication skills. Ability to work with a diverse student population. Proficient in computer applications and financial aid software. Detail-oriented with strong organizational skills. Passion for helping students achieve their educational goals. Benefits Generous Paid Time Off 9 paid holidays per calendar year 401K Plan Access to Continuing Education Units (CEU) Classes Complimentary Services at our Student Clinic Product Discounts Opportunities for Career Advancement A Rewarding and Dynamic Work Environment In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $18.00 and $21.00/hr. Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility.   Job Description may be written with the assistance AI
$18-21
Tricoci University
Financial Aid Coordinator
Park Ridge, IL, USA
Become a Financial Aid Coordinator at Tricoci University of Beauty Culture! About Us Tricoci University of Beauty Culture (TUBC) is dedicated to providing quality education and support to future beauty professionals. Founded by renowned beauty industry leader Mario Tricoci, we have established ourselves as a premier institution in the beauty education space. With multiple campuses across the Midwest, we are committed to nurturing talent and fostering a passion for excellence in the beauty industry. Your Role As a Financial Aid Coordinator at Tricoci University, you will be instrumental in guiding prospective students through the financial aid process, helping them understand their options for funding their education. Your expertise will ensure that students have the financial resources they need to attend our programs and successfully navigate their educational journey.      Key Responsibilities Provide comprehensive financial advising to prospective students and their families regarding available financial aid options. Evaluate students' financial needs and assist them in understanding the different types of financial aid and loans. Guide students in completing necessary financial aid applications and documentation accurately and timely. Perform follow-ups with students to ensure they meet deadlines and stay informed about their financial responsibilities. Build and maintain relationships with external funding sources to provide updated information to students. Conduct workshops and presentations on financial literacy and managing education-related expenses. Stay updated on federal, state, and institutional financial aid regulations and policies to provide accurate advice to students. Collaborate with admissions and academic departments to create a seamless financial aid experience for students. Maintain accurate records of financial aid transactions and interactions with students. Participate in recruitment events and outreach initiatives to promote financial aid resources. Requirements Qualifications: Bachelor’s degree in finance, business administration, or related field preferred. Experience in financial advising, financial aid administration, or related roles preferred. Strong understanding of federal and state financial aid programs and regulations. Excellent interpersonal and communication skills. Ability to work with a diverse student population. Proficient in computer applications and financial aid software. Detail-oriented with strong organizational skills. Passion for helping students achieve their educational goals. Benefits Generous Paid Time Off 9 paid holidays per calendar year 401K Plan Access to Continuing Education Units (CEU) Classes Complimentary Services at our Student Clinic Product Discounts Opportunities for Career Advancement A Rewarding and Dynamic Work Environment In support of the pay transparency laws enacted across the country, the expected salary range for this position is between $18.00 and $21.00/hr. Actual pay will be adjusted based on job-related factors permitted by law, such as experience and training; geographic location; licensure and certifications; market factors; departmental budgets; and responsibility.   Job Description may be written with the assistance AI
$18-21
Cookie
Cookie Settings
© 2025 Servanan International Pte. Ltd.