Build Your Career With Us
Join the premier boutique consulting firm serving elite financial advisors. Help shape the future of wealth management careers.
Top-Tier Clientele
Work with top-tier financial advisors managing billions in assets
Growth Opportunity
Join a rapidly growing firm with unlimited earning potential
Industry Leader
Be part of a team that's transitioned $350B+ in assets
Open Positions
Find your next opportunity with The Gershman Group
Outbound Sales Development Representative
Help drive growth for The Gershman Group, a boutique consulting firm that has guided elite financial advisors and teams through more than $350 billion in career transitions. In this high-impact role, you will identify and qualify prospective advisors, open thoughtful conversations about succession, independence, platform fit, and enterprise value, and connect qualified prospects with our senior consultants. This is an opportunity for an ambitious, resilient communicator to build expertise in wealth management while representing a relationship-first firm known for discretion, advocacy, and putting advisors' interests first.
Requirements:
- •1+ years cold calling or telemarketing experience
- •Comfortable with high-volume outbound calling
- •Resilient and goal-oriented mindset
- •Clear and professional phone presence
- •Ability to learn complex industry concepts quickly
Client Service Associate (CSA)
We're seeking a qualified Client Service Associate to support our team of elite financial advisor consultants. The ideal candidate has experience in wealth management operations and excellent client communication skills.
Requirements:
- •Series 7 and 66 licenses (or ability to obtain)
- •3+ years experience in wealth management or financial services
- •Strong organizational and communication skills
- •Proficiency with CRM systems and financial software
- •Based in or willing to relocate to Los Angeles area
Business Development Representative
Join our growing sales team to help connect elite financial advisors with career-changing opportunities. Build relationships with high-net-worth advisors and guide them through their transition journey.
Requirements:
- •2+ years B2B sales experience, preferably in financial services
- •Proven track record of meeting or exceeding quotas
- •Excellent relationship-building skills
- •Self-motivated with strong work ethic
- •Understanding of wealth management industry a plus