Associate Wealth Advisor

Gerber Kawasaki • Santa Monica, CA

69d

About The Position

Gerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are seeking an Associate Wealth Advisor to join our expanding team. This position is ideal for a motivated professional who is passionate about finance and eager to build a long-term career in wealth management. The Associate Wealth Advisor / Paraplanner will work closely with senior leadership to deliver the exceptional client service, Gerber Kawasaki is known for-helping clients make informed financial decisions and reach their goals. This is a unique opportunity to join a diverse, well-established, and growing firm with significant room for professional development.

Requirements

• Bachelor's degree in finance, economics, or a related field; MBA or other advanced degree strongly preferred.
• CFP certification is strongly preferred (or progress toward certification).
• FINRA Series 7 and 65(or equivalent) required.
• 3+ years of experience working with high-net-worth clients in a financial advisory, planning, or paraplanning capacity.
• Excellent communication, interpersonal, and organizational skills.
• Proactive attitude with high emotional intelligence and the ability to thrive in a collaborative environment.

Responsibilities

• Support senior advisors in all aspects of client relationship management and financial planning.
• Prepare and update comprehensive financial plans, investment analyses, and presentations for client meetings.
• Participate in client meetings-taking notes, following up on action items, and ensuring timely implementation.
• Manage client onboarding, account servicing, and portfolio maintenance in coordination with our operations team.
• Conduct research and provide recommendations on investment and planning strategies.
• Maintain an in-depth understanding of financial planning tools, investment products, and current market trends.
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees