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Wealth Planning Coordinator
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-03-12
Listing for:
Gatewood Wealth Solutions
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A wealth management firm in St. Louis is seeking a detail-oriented Wealth Coordinator. This essential role involves supporting financial planning efforts, collaborating with a team of advisors, and managing client relationships. Responsibilities include preparing meeting materials, assisting clients with their financial aspirations, and ensuring superior client service. Ideal candidates should have a Bachelor's degree in Finance and strong interpersonal skills.
The firm offers a competitive salary and comprehensive benefits package.
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