Wealth Management 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 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
• Signing bonus for qualified advisors
• Independent RIA & insurance agency model
• Low-cost trading with an internet-based platform

Marketing & Lead Generation

• Robust online marketing platform generating daily leads
• 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