Advisor Operations Associate: Client Experience & Funding

Guerra Wealth Advisors; Florida; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) Safe Harbor Plan with company-m

Paid time off

ICHRA

Learning & development opportunities

Job summary

Guerra Wealth Advisors seeks an Advisor Associate in Miami, FL, to become the primary operational and client-service partner to an Advisor. You will own the client experience from onboarding through funding and ongoing service, driving asset growth and ensuring precise documentation.

The role demands attention to detail, proactive client service, and collaboration with multiple teams. Attractive compensation and benefits support a stable, growth-focused environment.

Qualifications

• Must have 1+ years in wealth management, client onboarding, or related role.
• Strong attention to detail and data accuracy.
• Excellent communication and interpersonal skills, with client-focused mindset.
• Experience with client onboarding, funding processes, and financial planning workflows preferred.
• Proficiency in CRM systems and financial tracking tools; Salesforce and Retirement Analyzer preferred.

Responsibilities

• Own client onboarding from account setup to funding and ongoing service.
• Coordinate with Advisors and teams to document cases and next steps in Salesforce.
• Identify transfer opportunities and held-away assets; manage funding timelines.
• Provide proactive client communication and timely responses to inquiries.
• Support advisor meetings with accurate case statuses and funding expectations.

Skills

Attention to detail

Organized

Proactive

Client onboarding

CRM proficiency

Bilingual English/Spanish

Tools

Salesforce

Retirement Analyzer

Job description

Guerra Wealth Advisors seeks an Advisor Associate in Miami, FL, to become the primary operational and client-service partner to an Advisor. You will own the client experience from onboarding through funding and ongoing service, driving asset growth and ensuring precise documentation.

The role demands attention to detail, proactive client service, and collaboration with multiple teams. Attractive compensation and benefits support a stable, growth-focused environment.