More jobs:
Senior Wealth Planner — In-Office, -Impact Advisory
Job in
Santa Monica, Los Angeles County, California, 90403, USA
Listed on 2026-07-23
Listing for:
Gerber Kawasaki Wealth & Investment Management
Full Time
position Listed on 2026-07-23
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, seeks a Senior Wealth Planning Associate to support high-net-worth clients and financial advisors. This role emphasizes comprehensive financial planning, client service excellence, and managing complex planning initiatives.
The ideal candidate has CFP certification (or is pursuing it), Series 65, and 3–5+ years in wealth planning or advising.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×