Senior Wealth Planner — In-Office, -Impact Advisory
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
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.
For the Senior Wealth Planner — In-Office, High-Impact Advisory position at Gerber Kawasaki Wealth & Investment Management, we are reviewing applications now.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Santa Monica, CA, United States.
This opportunity is part of our work in Management & Operations.
The advertised compensation is 90..
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