Senior Wealth Planning Associate

Gerber Kawasaki Wealth Management•Santa Monica, CA

2d•Onsite

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 a Senior Wealth Planning Associate to join our growing advisory team. This role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. The successful candidate will have a strong foundation in financial planning, exceptional client service skills, and the ability to manage complex planning initiatives in a fast-paced environment. CFP® certification (or active pursuit of the designation) is strongly preferred. Salary: Starting at $100K, DOE, plus competitive bonus opportunities and a comprehensive benefits package. This position is 100% in-office

Requirements

Bachelor's degree in Finance, Economics, Business, or a related field.
3–5+ years of experience supporting financial advisors within a wealth management, RIA, or financial planning environment.
Series 65 license (or equivalent) required, or the ability to obtain promptly if not currently licensed.
Strong understanding of comprehensive financial planning concepts, including retirement, tax, estate, insurance, and investment planning.
Excellent written and verbal communication skills with the ability to build strong client relationships.
Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
Advanced proficiency with Microsoft Office; experience with financial planning software and CRM systems is preferred.
Professional, collaborative, and client-focused with a high degree of integrity and confidentiality.

Nice To Haves

CFP® certification or active CFP® candidate strongly preferred.
experience with financial planning software and CRM systems is preferred.

Responsibilities

Partner closely with Financial Advisors to deliver an exceptional client experience and provide comprehensive planning support.
Prepare, update, and analyze comprehensive financial plans, including retirement, tax, estate, insurance, and cash flow planning.
Assist advisors in developing planning recommendations and implementing client strategies.
Serve as a primary point of contact for client service requests, ensuring timely and professional communication.
Conduct research on investment strategies, financial planning topics, and industry trends.
Coordinate account openings, transfers, and other client account maintenance activities.
Maintain accurate client records and planning documentation.
Assist with monthly, quarterly, and special projects that support the advisory team and firm initiatives.
Embrace change and adapt quickly to evolving priorities, processes, and technology.