Gerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are seeking a Wealth Planning Associate to join our expanding team. This mid-level position is ideal for someone passionate about finance and eager to develop their skills in a dynamic, supportive environment. The Wealth Planning Associate will assist clients in making informed financial decisions while supporting senior advisors in delivering exceptional service — the hallmark of GK. This is a unique opportunity for the right candidate to grow within a diverse, well-established, and expanding company. The salary is commensurate with experience, starting at a base of $85,000+, with competitive benefits and bonuses.
This role is 100% in office 5 days/week, 8am-5pm.
Qualifications
Securities licenses (Series 65) and CFP® preferred
Bachelor’s degree in finance, business or related field
Strong work ethic, integrity, and self-discipline
Self-motivated with the ability to build and maintain client relationships
Minimum 1-3 years of experience working with clients in an advising role and an established network of contacts
Why Join Gerber Kawasaki?
Independent & Client-Centric Approach
Freedom to choose the best investments for your clients (fiduciary standard)
Competitive payouts and a generous bonus structure
In-house marketing team dedicated to advisor support
Strong social media presence (Facebook, Twitter, LinkedIn) and regular media features on CNBC, Bloomberg, Reuters, Fox Business, WSJ, Forbes, and more
Client appreciation and networking events
Exclusive e-newsletter with original content
Strong community presence and engagement
Resources & Professional Growth
Mentorship and support from an experienced management team
Company-sponsored CFP® designation program
Advanced practice management tools, including Salesforce, eMoney, YCharts, and Orion
Access to proprietary investment research
Compensation & Benefits
Company-sponsored health insurance
401(k) matching
Fitness reimbursement
Comprehensive training and career development
Join our Team
We foster a collaborative, growth-oriented environment where advisors can build their business with the support of a cutting-edge firm. If you're ready to take your career to the next level, we encourage you to apply.
Please submit your resume along with a cover letter for consideration.
At Gerber Kawasaki, we strive to build diverse teams that reflect the clients we want to empower and educate, we are committed to being an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable laws.
Job Type: Full-time
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Financial Services
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