Associate Wealth Advisor

Associate Wealth Advisor

Gerber Kawasaki is one of the fastest-growing and most influential independent wealth and investment management firms in the country. We are seeking an Associate Wealth Advisor to join our expanding team. This position is ideal for a motivated professional who is passionate about finance and eager to build a long-term career in wealth management. The Associate Wealth Advisor / Paraplanner will work closely with senior leadership to deliver the exceptional client service, Gerber Kawasaki is known forhelping clients make informed financial decisions and reach their goals.

This is a unique opportunity to join a diverse, well-established, and growing firm with significant room for professional development.

Primary Duties and Responsibilities

• Support senior advisors in all aspects of client relationship management and financial planning.
• Prepare and update comprehensive financial plans, investment analyses, and presentations for client meetings.
• Participate in client meetingstaking notes, following up on action items, and ensuring timely implementation.
• Manage client onboarding, account servicing, and portfolio maintenance in coordination with our operations team.
• Conduct research and provide recommendations on investment and planning strategies.
• Maintain an in-depth understanding of financial planning tools, investment products, and current market trends.
• Other duties as assigned

Qualifications

• Bachelor's degree in finance, economics, or a related field; MBA or other advanced degree strongly preferred.
• CFP certification is strongly preferred (or progress toward certification).
• FINRA Series 7 and 65(or equivalent) required.
• 3+ years of experience working with high-net-worth clients in a financial advisory, planning, or paraplanning capacity.
• Excellent communication, interpersonal, and organizational skills.
• Proactive attitude with high emotional intelligence and the ability to thrive in a collaborative environment.

At Gerber Kawasaki, we believe in the power of teamwork and personal growth. Many of our employees have advanced their careers from within, thanks to our supportive culture, mentorship, and commitment to professional development.

At Gerber Kawasaki, we are dedicated to building a diverse team that reflects the communities and clients we serve. Gerber Kawasaki is proud to be an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected basis, in accordance with applicable laws.