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Partner with Financial Advisors to create and analyze comprehensive financial plans for high-net-worth clients. Manage client service requests, account maintenance, and conduct research on investment strategies and industry trends.
Requirements
Requires a Bachelor's degree in Finance or a related field and 3-5+ years of experience in wealth management. A Series 65 license is required, and CFP certification is strongly preferred.
Full job description
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
Key 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.
Qualifications
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.
CFP® certification or active CFP® candidate strongly preferred.
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.
Why Join Gerber Kawasaki?
Work alongside some of the most respected advisors in the wealth management industry.
Support sophisticated clients and participate in comprehensive financial planning strategies.
Join a collaborative, high-performing team that values innovation, continuous learning, and exceptional client service.
Build a long-term career with a firm known for promoting from within and investing in employee growth.
Be part of a nationally recognized, independent wealth management firm committed to making a meaningful impact on clients' financial lives.
At Gerber Kawasaki, we strive to build diverse teams that reflect the clients we serve. We are committed to equal employment opportunity and consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable law.
Gerber Kawasaki is a new generation of financial advisors who focus on empowering people from diverse backgrounds to build their economic portfolios. Founded by Ross Gerber and Danilo Kawasaki in 2010, GK is one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We currently manage ~3.4B for over 10,000 individuals as of 12/31/2024. Gerber Kawasaki specializes in comprehensive financial planning and wealth management services to assist clients at any stage of their lives toward attaining their financial goals. While GK works with many high net worth clients, we also help first-time investors grow their financial literacy by creating initial savings plans. We believe everyone deserves access to financial assistance, which is why we have no investment minimums.
At GK, CEO Ross Gerber leads a team of advisors with a common mission to make a difference in the world by providing financial advice, support, and education to our clients. Gerber Kawasaki's executive management team is here to guide motivated and driven individuals toward successful careers. Often, we use various media outlets to extend our financial guidance past our own clients. Ross Gerber is commonly recognized as one of the most influential advisors in America. You can continually find Gerber Kawasaki on social media platforms like Twitter, Youtube, instagram, and TikTok to major financial news channels such as CNN, Bloomberg, and Fox Business News.
Disclaimer and Disclosures https://files.constantcontact.com/5c56520c701/9ad6172f-c332-41d9-b0b4-db3cdac922c0.pdf
Investment advice offered through Gerber Kawasaki Inc. is a SEC-registered investment advisor.
Offices: 2437 Main St, Santa Monica, California 90405, US
Financial PlanningInvestment ManagementInsurance Brokerageand Estate PlanningFinancial ServicesVenture Capital
How many Customer Service & Support jobs are open in Santa Monica, CA right now?
There are currently 465 open customer service & support positions in Santa Monica, CA listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Santa Monica, CA?
Companies currently hiring include Sonic Automotive, Allied Universal, Domino's, LAcarGUY, Equinox, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Santa Monica, CA?
Yes — 25 of the 465 open customer service & support positions offer remote or hybrid work (6 remote, 19 hybrid).
How do I apply for Customer Service & Support jobs in Santa Monica, CA?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.