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Gerber Kawasaki

Experienced Investment Advisor

santa monica, CA

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Job description

Investment Advisor Opportunity

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:

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

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.

Worksite address

santa monica, CA, 90403, US

Who can apply

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