Senior Wealth Planner — In-Office, High-Impact Advisory

North American Dental Group; Santa Monica (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

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.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• 3–5+ years of experience supporting financial advisors in wealth management or financial planning.
• CFP certification or active CFP candidate preferred.
• Series 65 license (or ability to obtain promptly).
• Strong understanding of retirement, tax, estate, insurance, and investment planning.
• Excellent written and verbal communication and ability to build client relationships.
• Highly organized with attention to detail and ability to multitask.
• Proficiency in Microsoft Office; familiarity with financial planning software and CRM systems.
• Professional, collaborative, client-focused with integrity and confidentiality.

Responsibilities

• Partner with Financial Advisors to deliver an exceptional client experience and provide comprehensive planning support.
• Prepare, update, and analyze comprehensive financial plans, including retirement, tax, estate, insurance, and cash flow planning.
• Assist advisors in developing planning recommendations and implementing client strategies.
• Serve as primary point of contact for client service requests, ensuring timely and professional communication.
• Conduct research on investment strategies, financial planning topics, and industry trends.
• Coordinate account openings, transfers, and other client account maintenance activities.
• Maintain accurate client records and planning documentation.
• Assist with monthly, quarterly, and special projects that support the advisory team and firm initiatives.
• Embrace change and adapt quickly to evolving priorities, processes, and technology.

Skills

Financial planning

Client management

Communication skills

Attention to detail

CRM systems

Microsoft Office

Team collaboration

Integrity and confidentiality

Education

Bachelor's degree in Finance/Economics/Business

CFP certification

Tools

Microsoft Office

CRM systems

Financial planning software

Job description

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.