Experienced Investment Advisor
$65k - $75kGerber Kawasaki Wealth & Investment Management
Are you currently an Investment Advisor looking to go to the next level? Tired of demanding and unrealistic quotas with lack of support? Come join our firm and take your career to the next level! We provide our team with an unlimited amount of support from executives as well as senior management. We offer a competitive salary in addition to outstanding benefits! We are one of the fastest-growing and most influential independent Wealth and Investment Management firms in the country. We currently manage over $2.1 billion for over 8,000 individuals. We specialize in comprehensive financial planning and wealth management services to assist clients in any stage of their lives to put them on track to attaining their financial goals. We have built a team of advisors with a mission to make a difference in their communities and around the world by providing financial advice, support, and education to their clients. Gerber Kawasaki is seeking an individual with proficient oral and written communication skills. He or she must collaborate well in a team environment and is focused on developing strong client relationships through hard work and business entrepreneurship. Some of the advantages of working at Gerber Kawasaki include: Going Independent Freedom to choose the best investments for your clients (fiduciary) Higher payouts and generous bonus structure Signing bonus for qualified representatives Independent RIA & Insurance Agency Low-cost trading, internet-based platform Marketing and Leads Online marketing platform that generates leads daily Dedicated marketing team on staff Strong social media presence on Facebook, Twitter and LinkedIn. Strong traditional media presence on CNBC, Bloomberg, Reuters, Fox Business, WSJ, Forbes, and more GK client appreciation and networking events E-newsletter with original content Strong presence in the community Resources and Support Employee benefits, including health and disability insurance Mentoring and support from our seasoned management team CFP designation program paid by the company Cutting edge practice management tools including Salesforce, WealthVision, Morningstar Workstation E-signature full digital platform Access to GK proprietary investment research 4700 square foot fully staffed office with multiple client conference rooms Our Ideal Candidate Financial planning accreditation and securities licenses College degree and at least 2 years of relevant work experience Highest levels of integrity and ethics Work ethic and discipline Self-motivated and positive attitude A vast network of contacts We foster a team approach to growing your business within our structure. Our online, social media, and traditional marketing helps you build your business and open up opportunities. This is a unique opportunity to take your career to a new level with a fast-growing, dynamic, and diverse investment advisory firm. Email us your resume to schedule an interview. Learn more about us at or find us on Instagram, LinkedIn, Facebook, and YouTube (@gerberkawasaki). Gerber Kawasaki offers competitive compensation and benefits package, including company sponsored health insurance benefits, 401k matching, and a generous wellness reimbursement to name a few. Salary range $65-75K DOE. Gerber Kawasaki is an equal employment opportunity employer. All employees and applicants are evaluated on the basis of their qualifications, consistent with applicable state and federal laws. In addition, Gerber Kawasaki will provide reasonable accommodations for qualified individuals with disabilities. #J-18808-Ljbffr Gerber Kawasaki Wealth & Investment Management
$65k - $75k
...Investment Advisor Opportunity Are you currently an Investment Advisor looking to go to the next level? Tired of demanding and unrealistic quotas with lack of support? Come join our firm and take your career to the next level! We provide our team with an unlimited...SuggestedWork experience placementWork at officeRelocation package- ...About the job Financial Advisor (Registered Investment Advisors) Are you a seasoned financial advisor with a successful book of business... ...planning, or growth opportunities ? We are seeking experienced Registered Investment Advisors (RIAs) and Wealth...SuggestedWork at office
$48k - $100k
...of comprehensive wealth management and investment products and services for individuals,... ...investment advice and guidance. Our financial advisors help clients pursue the life they... ...want to connect. This role is part of the Experienced Advisor Program, with a competitive...SuggestedShift workDay shift$176k - $220k
Tala is seeking an experienced Director of Portfolio Risk & Strategy in Santa Monica, CA. The role involves providing enterprise-level diagnostics and frameworks to ensure sustainable growth across international markets through effective risk management. The ideal candidate...Suggested- An established industry player in wealth and investment management is seeking a motivated Investment Advisor to join their dynamic team. This role offers the freedom to choose the best investments for clients while providing extensive support from seasoned management. Ideal...Suggested
$200k - $300k
Citi in Los Angeles is seeking an experienced Investment Counselor Principal to develop and manage relationships with ultra-high net worth clients. This role requires at least 15 years of experience in investment advising and the ability to provide sophisticated investment...$95k - $135k
A premier asset management firm is seeking an experienced investment associate to underwrite and manage investments in private credit funds. Candidates should have 2-4 years in finance roles and a strong academic record. Responsibilities include analyzing investment opportunities...$50 - $60 per hour
...a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional... .... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance...Hourly payContract workWork experience placementRemote workFlexible hours$63k - $140k
...medical history); veteran, marital, or citizenship status; or, any other status protected by law.? PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within...Full timeH1b$50 - $60 per hour
...a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional... .... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance...Hourly payContract workFor contractorsWork experience placementRemote work- Leerink Transformation Partners in Santa Monica, CA is seeking an experienced Investment Banking Associate to support senior bankers in executing M&A and financing transactions within the healthcare sector. The role involves direct contact with clients, preparing financial...Full time
- VC Stack in Santa Monica is seeking an experienced investment professional for venture capital focused on gaming. You will source opportunities, conduct due diligence, and support portfolio management. The ideal candidate has 3-5 years of experience in investment banking...
$175k - $225k
## Investment Banking AssociateApplylocations: USA CA Santa Monicatime type: Full timeposted on: Posted 2 Days Agojob requisition id:... ...The Investment Banking Associate will be a key member of an experienced team of investment bankers focused on healthcare companies. The...Work at office$50k
...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,... ...proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial...Work at officeWork from homeHome officeFlexible hours$110k - $175k
...portfolio managers to analyze new leveraged loan transactions and manage a portfolio of existing credits. The ideal candidate will be an experienced credit analyst, capable of analyzing complex credit transactions, ideally with leveraged loan or private equity experience....Work at officeFlexible hours$125k - $175k
...Clocktower Ventures Clocktower Ventures invests in extraordinary people who are reinventing financial services through technology. For more than a decade, our practice has wielded our deep expertise and relationships in the industry to support exceptional fintech...Work at office$127.63k - $237.01k
...and/or existing client relationships for City National Bank asset-based lending group. The Porfolio Manager/Underwriter is an experienced credit professional capable of independent activity on complex credit transactions. The Porfolio Manager works in a team setting...Remote work$176k - $220k
...with our mission. If you are energized by the impact you can make at Tala, we’d love to hear from you! The Role We are seeking an experienced, impact-oriented leader to fill our Director of Portfolio Risk & Strategy at Tala. The candidate will report to the SVP of Risk...Work at officeRemote work- BMO is seeking an experienced professional in Los Angeles for analyzing credit information to support lending decisions and processes for commercial banking loans. Responsibilities include negotiating loan structures, assessing repayment capacity, and monitoring portfolio...
$115k - $145k
...Overview As an experienced Analyst, you will play a central role at Cornerstone Research. You will work in case teams that range in size but typically include an academic or industry expert, senior consultants, and Analysts. Within a case team, you will make important...Full timeWork experience placementLocal area- Monroe Capital LLC in Santa Monica, California, is looking for a candidate to join its investment team, underwriting and managing investments for private credit funds. The role involves analyzing investment opportunities, preparing investment committee memos, and managing...
- A financial consulting firm is seeking experienced Financial Advisors with a minimum of $30M AUM. You will receive enhanced back-office support,... ...succession planning. Ideal candidates will be Registered Investment Advisors or Wealth Advisors looking for better support and...
- ...regarded independent wealth management firm is seeking a Portfolio Manager to join its collaborative investment team. This is a strategic role for an experienced professional who excels at managing customized, multi-asset class portfolios for high-net-worth individuals...
- ...Investment Associate GridStor develops, constructs, and operates battery energy storage projects that improve grid reliability and... ...paid time off. Role Summary GridStor is looking for an experienced Investment Associate to join our growing team. This role will...Work experience placementWork at officeImmediate startFlexible hours
$75k - $95k
...Senior Investment Advisor Associate (Client Service) | Los Angeles This role follows a hybrid schedule: three days in the office and two days working from home. This well-established investment management firm is an alternative asset specialist managing over $35...Work at officeWork from homeFlexible hours$77k - $214k
...part of the RIC team you lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and... ...other status protected by law.? PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future...Full timeH1b- ...shifting in ways that demand a new kind of investment discipline. AI is not simply... ...and the framework. We are looking for an experienced fund manager to bring the capital, the... ...landscape evolves and serve as a trusted advisor to fund investors navigating an uncertain...Full timeFor contractorsShift work
$134.1k - $190k
...complex accounting principles (IFRS)* Understanding of operational risk areas and related audit strategies* Experience managing less experienced staff and/or co-source oversight on a project basis* Experience as a people manager with proven leadership and talent development...Summer workImmediate startFlexible hours$57.69 - $62.5 per hour
...and external standards. Train users and programmers as required and provide guidance, mentorship, and technical direction to less experienced programming staff. Review and validate code developed by other programmers to ensure adherence to best practices and standards....Hourly payFlexible hoursAfternoon shift- ...Getty Research Institute (GRI) is searching for a dynamic and experienced professional Portfolio Project Manager (PPM) to establish... ...visibility and meeting overall scope and objectives for our investment Develops and delivers detailed portfolio reports, tracking...Full timeContract work
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