Wealth Planning Associate

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 growing team. This is a rare opportunity to learn directly from managing partners and senior advisors, gaining hands-on experience in financial planning, investment strategy, and client service.

This role is ideal for someone passionate about finance and committed to becoming a licensed financial advisor, looking to develop their skills in a dynamic, supportive, and high-growth environment.

Salary: $75$85k base, commensurate with experience, plus competitive benefits and bonuses.

This role is 100% in office 5 days/week, 8am-5pm.

Key Responsibilities:

· Serve as a trusted advocate for our Financial Advisors and partners, supporting them in delivering exceptional client service

· Maintain and update financials plans and records

· Respond to client inquiries and provide general support as needed

· Conduct research on market trends, investment opportunities and financial products

· Complete monthly, quarterly, and ad hoc tasks and projects as needed

· Perform other administrative duties as assigned

· Perform other duties or special projects as assigned

· Embraces change by keeping an open mind to new ideas, and readily adjusts to new or changing processes.

Qualifications

· Bachelors Degree in finance, economics, business or related field

· 2 years of experience in Financial Services

· Financial Securities Licensing Required (Series 65 or equivalent)

· Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.

· Excellent written and verbal communication skills

· Strong organizational, multi-tasking, and problem-solving abilities

· Ability to prioritize and manage multiple tasks and projects

· Ability to maintain a high level of confidentiality while being professional and poised

· Team oriented mindset, eager to learn and grow with colleagues

Why Join Gerber Kawasaki?

· Learn from some of the most experienced and knowledgeable advisors in the industry.

· Receive hands-on training in financial planning, client management, and wealth strategies.

· Grow your career in a firm that promotes from within and values internal development.

· Join a diverse, inclusive team that reflects the clients we serve.

· Work at a firm recognized for innovation, growth, and exceptional client service.

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

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Dependent care reimbursement
• Health insurance
• Health savings account
• Life insurance
• Paid time off

Compensation Package:

• Bonus opportunities
• Commission pay

Experience:

• Financial Advisor: 2 years (Required)

License/Certification:

• Series 65 (Required)

Work Location: In person

Salary : $75,000 - $85,000