Experienced Investment Advisor

Gerber Kawasaki • Santa Monica, CA

273d • $65,000 - $75,000

About The Position

Gerber Kawasaki is seeking an Investment Advisor who is looking to advance their career in a supportive environment. The firm is one of the fastest-growing independent Wealth and Investment Management firms in the country, managing over $2.1 billion for over 8,000 individuals. They specialize in comprehensive financial planning and wealth management services, aiming to assist clients at any stage of their lives in achieving their financial goals. The firm emphasizes a mission to make a difference in communities by providing financial advice, support, and education to clients. The position offers a competitive salary and outstanding benefits, along with unlimited support from executives and senior management.

Requirements

• Financial planning accreditation and securities licenses are required.
• A college degree and at least 2 years of relevant work experience are necessary.
• Demonstrated integrity and ethics in professional conduct.
• Strong work ethic and discipline are essential.
• Self-motivated with a positive attitude is a must.
• A vast network of contacts to leverage for business development.

Nice To Haves

• Experience in a fiduciary role is preferred.
• Familiarity with practice management tools such as Salesforce and WealthVision.

Responsibilities

• Develop strong client relationships through effective communication and collaboration.
• Provide comprehensive financial planning and wealth management services to clients.
• Utilize marketing resources to generate leads and grow the client base.
• Participate in client appreciation and networking events.
• Engage in continuous professional development and training.

Benefits

• Competitive salary range of $65-75K DOE.
• Company-sponsored health insurance benefits.
• 401k matching program.
• Generous wellness reimbursement.
• Mentoring and support from seasoned management team.
• Paid CFP designation program.
• Access to proprietary investment research.
• Fully staffed office with multiple client conference rooms.

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