First Impressions Coordinator / Receptionist ($40,000–$70,000)

Guerra Wealth Advisors; Miami (FL); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance, vision, and dental

20+ combined PTO days (vacation, sick,

floating holidays, paid holidays,生日假

Sponsored industry training and...

Job summary

Guerra Wealth Advisors is seeking a friendly, detail-oriented Front Office Receptionist to be the first point of contact for clients and visitors in our Miami office. This hospitality-driven role sets the tone for every meeting, from the welcome to refreshments, and ensures a polished, client-ready environment all day long.

Ideal candidates will bring 1+ years in reception or hospitality, be bilingual in English and Spanish, and maintain a professional demeanor with strong organizational skills.

Qualifications

• 1+ years of experience in reception, hospitality, or client service.
• Bilingual in English and Spanish (verbal and written).
• Warm, polished, and professional presence with excellent interpersonal skills.
• Strong organizational skills with the ability to multitask in a fast-paced office.
• Proficiency in Google Workspace and quick aptitude for new systems.
• Reliable, punctual, in-office on a standard weekday schedule.
• Team-player mindset with a service-first attitude.

Responsibilities

• Greet clients and visitors warmly and verify meeting details.
• Prepare the office each morning and manage lobby setup.
• Review daily schedules in Salesforce and calendars to plan room usage.
• Reserve meeting rooms based on appointments and discovery meetings.
• Ensure client-ready meeting spaces, including refreshments.
• Notify advisors of arrivals and help meetings start on time.
• Escort clients to meeting rooms and present welcome gift box.
• Coordinate room usage and inventory across meetings and walk-ins.
• Monitor office comfort and resolve issues promptly.
• Invite clients to firm events when appropriate.

Skills

Bilingual English/Spanish

Hospitality

Customer service

Google Workspace

Tools

Google Workspace

Job description

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over 40 years of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that blends world-class financial expertise with a deeply personal touch.

We don’t just advise. We educate, empower, and guide families toward financial confidence. And that experience begins the moment a client walks through our doors.

If you take pride in warm hospitality, notice the small details others miss, and want to be the first face of a growing, established firm, Guerra Wealth Advisors is calling your name.

“Start here, grow fast, make every first impression count.”

Role

We’re growing our front office and adding a First Impressions Receptionist to join our current First Impressions team of one. You will be the first face, voice, and experience our clients and prospects encounter. This is not a traditional reception job. It’s a hospitality‑driven role that sets the tone for every meeting, from the welcome and the refreshments to a polished, client‑ready office all day long.

Responsibilities

• Prepare the office each morning, including lights, lobby and meeting room TVs, and the lobby video playlist.
• Review the daily schedules for Advisors and Wealth Management Associates in Salesforce and calendars to plan meeting room usage.
• Reserve offices strategically based on the day’s appointments, placing the best available office for discovery meetings.
• Print and place door signs for in‑office meetings once the client arrives.
• Keep every meeting room client‑ready, including whiteboards, markers, chairs, trash, and a stocked snack and welcome setup.
• Warmly greet every client, prospect, and visitor, confirming their name and who they are meeting with.
• Notify advisors promptly of client arrivals via team chat and in person, and help meetings start on time.
• Offer and serve beverages (espresso, cortadito, water, tea) on the designated tray and escort clients to their meeting room.
• Deliver the discovery meeting welcome experience, including the welcome gift box, and track gift inventory.
• Handle walk‑in clients by greeting them, providing the intake form, and directing them to the right team member.
• Coordinate meeting room use across client appointments, team requests, and walk‑ins, always prioritizing the client experience.
• Monitor office comfort, including temperature, and resolve issues quickly.
• Invite waiting clients to upcoming firm events, such as Black & Gold events and Financial Forums, when appropriate.
• Refresh door sign designs throughout the year to reflect seasons, holidays, and special occasions.

Requirements

• 1+ years of experience in reception, hospitality, or client service (financial services experience is a plus, not required).
• Bilingual in English and Spanish (verbal and written).
• Warm, polished, and professional presence with excellent interpersonal skills.
• Strong organizational skills and attention to detail, with the ability to multitask in a fast‑paced office.
• Proficiency in Google Workspace and comfort learning new systems (CRM, team chat, scheduling tools).
• Reliable, punctual, and able to work in‑office on a standard weekday schedule.
• Team‑player mindset with a service‑first attitude.

What We Are Expecting

• An exceptional, consistent first impression for every client and visitor.
• Offices and common areas that are clean, polished, and client‑ready at all times.
• Smooth meeting flow, with advisors notified promptly and meetings starting on time.
• Accurate scheduling, room coordination, and inventory tracking.
• Strong collaboration with advisors, associates, and the First Impressions team.

Schedule

Full‑time, role based in Miami, FL. Must be able to work in‑office. Standard weekday hours; 10am-7pm, with occasional flexibility for firm events.

Compensation

$40,000–$70,000 annually

Benefits:

• 401(k) with company match
• Health insurance, vision, and dental options
• 20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO)
• Sponsored industry training and conference attendance
• Access to personal financial planning services for you and your family
• Bonus compensation for industry certifications and licenses (Guerra Growth Lab)
• Career advancement within a growing, established firm
• Culture of continuous learning and professional growth plan

Guerra Core Values

These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values; they’ll live them daily.

• Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft.
• Your Words Matter: Speak with clarity and intent. Every word builds trust, or breaks it.
• All for One, One for All: We win together. No egos, no silos, just teamwork and shared accountability.
• Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done.
• Do the Right Thing: Integrity first, always. Choose what’s right over what’s easy, even when no one’s watching.

If you’re ready to bring your warmth and attention to detail to a team that believes the client experience begins at the front door, this is your opportunity.

Connect with Talent Acquisition:

Melissa Mills
Tel.: [phone]
[e-mail]