Teams at Gerber Kawasaki, Inc.

Provides comprehensive financial planning and wealth management services, develops client relationships, advises clients on investments, and grows an independent advisory practice through networking, marketing, and business development. Collaborates with management and uses firm-provided tools, research, and marketing support to serve clients and build a book of business.

Supports financial advisors and wealth-management clients across the full investment-account lifecycle. Responsibilities include opening, maintaining, transferring, and closing accounts; processing transactions and disbursements; managing client requests; coordinating with custodians; maintaining accurate records; and resolving operational issues. The role requires strong technology skills, proficiency with Salesforce, Fidelity, Schwab, Microsoft Office, Adobe, and DocuSign, exceptional attention to detail, confidentiality, organization, and effective communication.

Supports financial advisors serving high-net-worth clients by preparing comprehensive financial plans, analyzing retirement, tax, estate, insurance, and cash flow strategies, coordinating account maintenance, handling client service requests, researching planning topics, and maintaining accurate records. The role also assists with implementing recommendations and advisory team projects.