Advisor Associate: Client Experience & Asset Growth

Guerra Wealth Advisors; Miami (FL); Presencial; USD 70 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) match

Paid time off

Paid holidays

Health benefits

Licenses & certifications support

Resumo da oferta

Guerra Wealth Advisors in Miami seeks an Advisor Associate to own the client experience from onboarding to funding and ongoing service. You will support Advisors, manage asset-growth opportunities, and ensure timely, accurate client communication across Salesforce and related systems.

Ideal candidates are detail-oriented, proactive, and comfortable in a fast-paced wealth-management environment. The role includes client signings, email/phone support, and ongoing CRM documentation, with a base

Qualificações

• 1+ years in wealth management, client onboarding, or related role preferred.
• Strong attention to detail, organization, and data accuracy.
• Excellent interpersonal and communication skills with clients and Advisors.
• Self-motivated, proactive, and accountable; able to own responsibilities end-to-end.
• Ability to manage multiple client cases and funding opportunities in a fast-paced environment.

Responsabilidades

• Own onboarding from account setup through funding and ongoing service.
• Open and manage advisor requests and treatment as transfer or asset-growth opportunities.
• Maintain client communications, funding status, and next steps with Advisors.
• Document Salesforce interactions and ensure accuracy of client data and timelines.
• Collaborate with cross-functional teams to move requests without delay.

Conhecimentos

Wealth management

Client onboarding

CRM Salesforce

Bilingual English/Spanish

Attention to detail

Ferramentas

Salesforce

Retirement Analyzer

Descrição da oferta de emprego

Guerra Wealth Advisors in Miami seeks an Advisor Associate to own the client experience from onboarding to funding and ongoing service. You will support Advisors, manage asset-growth opportunities, and ensure timely, accurate client communication across Salesforce and related systems.

Ideal candidates are detail-oriented, proactive, and comfortable in a fast-paced wealth-management environment. The role includes client signings, email/phone support, and ongoing CRM documentation, with a base