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Careers

GWS is looking for someone like you. Here's why you should be looking at GWS. 

Our employees drive our firm’s success and allow us to deliver excellent service to our clients. At Gatewood Wealth Solutions, we are driven by purpose. We are giving purpose to the industry, our clients, and our employees. When you join us, you become part of a team of 17 highly credentialed professionals who are united in financial planning and wealth management to put our clients' futures first. 

 

As a growing firm we support various positions, including Partners & Leadership, Client Service, Marketing, Human Resources, Investment Management, Business Development, Operations, and Planning. If you are ready to start an exciting career and make a difference browse our job openings below. 

Browse Job Openings

See all open positions at Gatewood Wealth Solutions. 

Or are you an advisor looking to continue your legacy of client care? Check out our For Advisors page to see why transitioning your clients to GWS will give the next stage of your life peace of mind. At Gatewood Wealth Solutions we offer two types of Succession Planning:

Succession Solutions and Exit Planning
Contingent Succession Planning

Succession Solutions & Exit Planning 

Are you looking to retire in the next three years? We have a systemized approach for a succession solution that is essential to carrying on your client care legacy. Learn More >

Contingent Succession Planning 

Do you need a plan in place for your clients and family in your absence? We are here to help you create the right plan for you on your timeline! Learn More >

Can't Find What you are Looking For?

Daniel Goeddel, MBA

Partner | Chief Development Officer | Lead Advisor