Work Preference
Summary
Overview
Work History
Education
Skills
Affiliations
Websites
Certification
Timeline
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Derrick Gibbs
Open To Work

Derrick Gibbs

Wealth Advisor
Wentzville,Missouri

Work Preference

Job Search Status

Open to work

Desired Job Title

Wealth AdvisorFinancial Planner - LeadWealth ManagerWealth Relationship ManagerSenior Financial Advisor

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Wentzville, Missouri, US
Open to relocation: Yes

Salary Range

$125000/yr - $200000/yr

Important To Me

Work-life balanceCompany CultureFlexible work hoursPaid time offWork from home optionPersonal development programsTeam Building / Company RetreatsPaid sick leaveStock Options / Equity / Profit SharingCareer advancement401k matchHealthcare benefits

Summary

Focused Wealth Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth.

Overview

7
7
year of professional experience
3
3
Certifications

Work History

Wealth Advisor

HDQ Wealth
Kansas City
09.2025 - Current
  • Served as Wealth Advisor, highest-ranking role at firm.
  • Facilitated implementation of formal sales process and established new lead generation strategies through seminar hosting.
  • Developed customized wealth management strategies, enhancing client portfolio performance.
  • Initiated implementation of advanced financial planning and investment analysis software.

Financial Planner - Lead

The Chamberlin Group
Des Peres
2022 - 2025
  • Advanced from Associate to Financial Planner - Lead within 9 months.
  • Achieved recognition in Movado Watch Club by submitting over $2M of annuity business in a single week.
  • Developed tailored retirement strategies aligning with individual client needs and objectives for optimal financial security.
  • Prepared customized investment portfolios reflecting clients' risk tolerance, goals, and time horizons to support long-term financial growth.

Supplier Relationship Manager

C2FO
Leawood
2021 - 2022
  • Built and maintained strong relationships with 900 clients through proactive communication and interpersonal skills.
  • Exceeded sales goal by producing $501,167 in Gross Market Revenue.
  • Engaged clients to assess needs, analyze product usage, and identify opportunities for cross-selling.
  • Informed clients about working capital options in 1-on-1 meetings, facilitating tailored solutions aligned with organizational goals.

Financial Professional

Synergy Wealth Solutions - MassMutual
Overland Park
2020 - 2021
  • Developed and presented over 100 formal recommendations on investment and insurance opportunities, guiding clients in informed financial decisions.
  • Independently educate clients on cash and risk management, wealth accumulation, retirement distribution, and estate planning.
  • Assisted in developing valuations, analyzing financial models, and preparing business plans, enhancing decision-making for high-profile business owners.
  • Earned recognition as 'Rising Leader' for exceptional work ethic and effective client prospecting.

Financial Planner Associate

Waddell and Reed/Ivy Investments
Overland Park
2019 - 2020
  • Coordinated with Financial Advisors on account reviews, market order processing, and client portfolio diversification.
  • Educated over 50 clients per day on account services and responsibilities.
  • Maintained high energy and focus in a demanding environment while meeting all client-facing deadlines.
  • Joined advisor team, reporting to top advisors, due to commitment to solution-oriented customer service.

Education

Bachelor of Science - Business Administration

Southwestern Oklahoma State University
Weatherford, OK
01.2017 - 05.2019

Associate of Applied Science - Business

Highland Community College
Highland, KS
07.2014 - 12.2016

Skills

  • Wealth management
  • Investment strategies
  • Portfolio diversification
  • Retirement planning
  • Financial analysis
  • Client education
  • Relationship building

Affiliations

• Advisory Board - Black Excellence Kansas City
• Member - The Loop KC

Websites

Certification

Certified Financial Fiduciary

Timeline

Wealth Advisor

HDQ Wealth
09.2025 - Current

Bachelor of Science - Business Administration

Southwestern Oklahoma State University
01.2017 - 05.2019

Associate of Applied Science - Business

Highland Community College
07.2014 - 12.2016

Financial Planner - Lead

The Chamberlin Group
2022 - 2025

Supplier Relationship Manager

C2FO
2021 - 2022

Financial Professional

Synergy Wealth Solutions - MassMutual
2020 - 2021

Financial Planner Associate

Waddell and Reed/Ivy Investments
2019 - 2020

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Derrick GibbsWealth Advisor