Wealth Advisor in Missouri

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 clients to foster both satisfaction and loyalty. Additionally, it involves identifying opportunities to grow the firm’s client base by actively acquiring new leads from clients and centers of influence and effectively converting these prospects into new clients to support the firm’s continuous growth. 

Key Responsibilities:

• Client Relationship Management and Retention:
• Serve as the primary relationship manager for clients, ensuring an exceptional client experience and...