Associate Wealth Advisor

Gerber Kawasaki is seeking an Associate Wealth Advisor to join their expanding team. The position involves supporting senior advisors in client relationship management, financial planning, and investment analysis. The ideal candidate is a motivated professional with a passion for finance and a strong desire to build a long-term career in wealth management.

Requirements

• Bachelor's degree in finance, economics, or a related field
• 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

Benefits

• Opportunities for professional development and career advancement
• Diverse and inclusive work environment
• Equal Employment Opportunity employer