Wealth Planning Associate
Gerber Kawasaki Wealth & Investment ManagementSanta Monica, California, United States
Posted September 26, 2024
65000 - 75000 USD year
Full Time
About the Company
Gerber Kawasaki is one of the fastest growing and most influential Independent Wealth and Investment Management firms in the country.
Job Description
Gerber Kawasaki is seeking a Wealth Planning Associate to join their growing team. This entry-level position involves assisting clients in making informed financial decisions and supporting senior advisors in delivering exceptional service.
Requirements
- Serve as a trusted advocate for Financial Advisors and partner with them to meet the needs of clients
- Maintain client records and update financial plans as needed
- Respond to client inquiries and provide general support as needed
- Conduct research on market trends, investment opportunities, and financial products
- Complete monthly and quarterly tasks as well as work on ad hoc projects as needed
- Perform other administrative duties as assigned
Benefits
- Competitive benefits and bonuses
- Salary commensurate with experience in the $65-$75K base range
