Gerber Kawasaki Wealth Management is hiring an executive assistant. The firm is an independent wealth and investment management company, assisting clients reach their financial goals and needs through the use of retirement plans, brokerage accounts, life insurance, college planning, 403b, 401k planning, and any other planning required. The position entails helping with the daily needs of the firm, entering new client accounts, running monthly reports, assisting with interviews for new financial representatives, and more. You will also serve at the assistant to the VP/COO. Medical/dental/vision provided after 6 months of employment. Gerber Kawasaki will also sponsor you for your Series 6 and 63 licenses. The ultimate candidate would be someone who is looking to become a financial advisor, as this position is a great stepping stone. This is a very unique firm, with a great corporate culture and work environment.
Requirements: 4 year college degree, good credit history, no felonies or major misdemeanors. Must be able to multi-task, be organized, and have great communication skills. Experience in the industry is a plus. Ideal for someone who wishes to become a financial representative.