Experienced Investment Advisor
Gerberkawasaki
About this role
Gerber Kawasaki is looking for a financial advisor with experience in comprehensive financial planning and wealth management to join their growing team. The role involves building strong client relationships, providing tailored financial advice, and working within a dynamic, community-oriented firm that supports independent practice and offers competitive compensation.
Skills
About Gerberkawasaki
gerberkawasaki.comGerber Kawasaki is an independent wealth management and financial advisory firm that provides comprehensive financial planning and investment management to individuals, families, and business owners. Their services typically include retirement planning, portfolio construction and risk management, tax and estate planning, and guidance on business succession and employee benefits. The firm emphasizes a fiduciary, fee-based approach using disciplined, evidence-based investing and personalized plans tailored to clients’ long-term goals. Gerber Kawasaki also focuses on client education, ongoing monitoring, and transparent communication to help clients navigate market cycles and life transitions.
About Gerberkawasaki
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Gerberkawasaki.
Salary
$65k – $75k
per year