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 specializes 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 www.gerberkawasaki.com 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.
Skills Required
- Financial planning accreditation
- Securities licenses
- College degree
- At least 2 years of relevant work experience
- Proficient oral and written communication skills
- Ability to collaborate effectively in a team environment
- Strong client relationship development skills
- High integrity and ethics
- Strong work ethic and discipline
- Self-motivated and positive attitude
- Vast network of contacts
What We Do
Gerber Kawasaki is an independent investment advisory and wealth management firm based in Santa Monica, California. It provides personalized financial planning and ongoing investment guidance, including discretionary and non-discretionary asset management. The firm serves clients throughout different life stages, offering strategies in wealth management, estate planning, charitable giving, tax planning, private investments, digital assets, equity-based compensation, and exit planning. Its approach emphasizes long-term client relationships and individualized advice.
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