
This role serves as a Retirement Plan Coordinator or Consultant within Gatewood Wealth Solutions' Retirement Plan Consulting Team, supporting advisors and the investment committee in designing and protecting client retirement futures. Key responsibilities include delivering fiduciary oversight, managing plan governance, preparing for client meetings, and utilizing data tools to generate performance insights. The position also involves ensuring ERISA compliance, coordinating logistics, and contributing to business development initiatives. The opportunity is appealing due to its structured growth path for both early-career and experienced professionals, offering mentorship, firm-sponsored licensing, and education reimbursement. The firm fosters a collaborative culture focused on continuous learning and process excellence, with flexible part-time remote work options and comprehensive support including fully paid health insurance and generous parental leave.





















