Wealth Services Coordinator
Gatewood Wealth Solutions
St. Louis, missouri
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.
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