Wealth Planning Associate

Gerberkawasaki

1 year ago

Santa Monica, California

Onsite

Full Time

Junior

0 applicants

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About this role

Gerber Kawasaki is seeking a Wealth Planning Associate to support financial advisors and clients by assisting with financial decisions, maintaining client records, and conducting research. The role offers an opportunity for career growth within a well-established firm committed to diversity and internal advancement.

Skills

Qualifications

Bachelor's Degree in finance, economics, business or related field2+ years of experience in Financial ServicesSeries 63, Series 7 (preferred)

About Gerberkawasaki

gerberkawasaki.com

Gerber 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.