Gatewood Wealth Solutions is a full-service wealth advisory firm that partners with high-net-worth families and entrepreneurs to build, grow, and preserve wealth in alignment with their purpose and legacy. The firm delivers personalized financial planning, investment management, tax and estate planning, and charitable giving strategies through a firm-to-family model that harnesses collective expertise for generational relationships. Gatewood's approach emphasizes trust, exceptional care, and integrated technology to support clients' long-term financial clarity and confidence. By positioning itself as a lifelong partner rather than a traditional advisor, the firm offers a distinctive, purpose-driven experience for clients seeking comprehensive wealth management.
Open Positions
Wealth Coordinator
Bachelor's degree or relevant experience. Familiarity with client interactions. Strong communication and analytical skills
Wealth Planner
Bachelor's degree, 2+ years of direct client-facing experience, and registration of Series 66 and Series 7
Marketing Content Specialist
2-3 years of experience in content writing, digital marketing, or communications, with experience in email marketing and lead nurturing
Executive Assistant
3+ years of Executive Assistant experience, strong calendar management, Microsoft Office proficiency, CRM system familiarity
Retirement Plan Coordinator or Retirement Plan Consultant
A detail-oriented professional with a growth-minded approach, excellent written and verbal communication skills, analytical thinking, and a commitment to continuous improvement
Client Accounting & Tax Specialist
3+ years experience in accounting, finance, or tax; proficiency in QuickBooks Online & Desktop; strong client service and organizational skills