Financial Planner/Investment Advisor

Location
Santa Monica, California
Salary
$55,000 - $65,000 + Bonus
Posted
Oct 30, 2019
Closes
Jan 28, 2020
Employment Type
Full Time
Level
Entry Level

Gerber Kawasaki is one of the fastest growing and most influential independent Wealth and Investment Management firms in the country. We currently manage over $925 million for over 5000 households. Gerber Kawasaki specializes in comprehensive financial planning and wealth management services to assist clients in any stage of their lives. We built a team of advisors whose mission is to make a difference in our community and around the world through financial advice, support and education. Gerber Kawasaki's executive management team acts as mentors to our dedicated, motivated, and driven advisors who are seeking to build a successful, rewarding, and long-lasting career in the financial services industry. We are seeking an individual with proficient oral and 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.


We offer a competitive salary plus bonuses as well as health insurance and 401(k). Please include a thoughtful cover letter with your resume if you wish to be considered for this opportunity. Local candidates only.

Some of the advantages of working at Gerber Kawasaki include:

Going Independent

  • Freedom to choose the best investments for your clients (fiduciary)
  • Multiple custodian platform
  • 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, 401(k), catered meals and snacks
  • 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
  • 6000 square foot fully staffed office (10 corporate staff members) with multiple client conference rooms

We foster a team approach in 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 investment advisory firm. Email us your resume to schedule an interview. Learn more about us at www.gerberkawasaki.com or find us on Facebook at www.facebook.com/gerberkawasaki. We are located at 2716 Ocean Park Blvd #2020, Santa Monica, CA 90405.



Our Ideal Candidate

  • Financial planning accreditation and securities licenses (preferred)
  • College degree and at least 1-year of relevant work experience is a must
  • Highest levels of integrity and ethics
  • Work ethic and discipline
  • Self-motivated and positive attitude
  • Vast network of contacts