Senior Wealth Planner — In-Office, -Impact Advisory
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
The Senior Wealth Planner — In-Office, High-Impact Advisory position in the Management & Operations field is open for applications.
We have an opening for a Senior Wealth Planner — In-Office, High-Impact Advisory in Santa Monica, CA, United States within Management & Operations.
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