Wealth Advisor Operations Partner

Guerra Wealth Advisors; Miami (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) Safe Harbor Plan with company"s

Paid time off and holidays

Health and ancillary benefits

Wellness and professional development

Job summary

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

The role combines onboarding ownership with advisor support, asset-growth responsibilities, and proactive client service in a fast-paced wealth management environment.

Qualifications

• 1+ years of experience in wealth management, financial services, client onboarding, or related role.
• Working knowledge of investment accounts, custodial processes, transfers, rollovers, and financial planning workflows.
• Exceptional attention to detail, organization, and data accuracy.
• Strong interpersonal and communication skills with clients and Advisors.
• Tech-savvy with CRM systems; Salesforce and Retirement Analyzer experience preferred.

Responsibilities

• Own the client experience from account setup through funding and ongoing service.
• Open and manage cases for assigned Advisor(s) and treat each request as a potential transfer or asset-growth opportunity.
• Coordinate client onboarding steps with Fidelity and internal teams, ensuring timely completion.
• Support Advisors with case ownership, funding expectations, and next steps.
• Document interactions and funding progress in Salesforce and Retirement Analyzer.
• Provide coverage for assigned advisors and collaborate with Operations, Trade, and Service teams.

Skills

Wealth management

Client onboarding

Attention to detail

Communication skills

Bilingual English/Spanish

Tools

Salesforce

Retirement Analyzer

Job description

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

The role combines onboarding ownership with advisor support, asset-growth responsibilities, and proactive client service in a fast-paced wealth management environment.