Wealth Management Associate

Guerra Financial Group; Miami (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance reimbursement

20+ PTO days

Sponsored training and conference attendance

Bonus compensation for certifications

Job summary

A leading wealth management firm in Miami, FL, is seeking a Wealth Management Associate. The role involves assisting with client onboarding and managing CRM processes to enhance client experience. Candidates should have at least 1 year of experience in finance, possess strong attention to detail, and be bilingual in English and Spanish. This full-time position offers a competitive salary of $45,000–$65,000 annually, along with opportunities for professional growth and various employee benefits.

Qualifications

• Minimum 1 year of experience in wealth management or related fields.
• Knowledge of annuities, life insurance, and investment accounts.
• Exceptional attention to detail and accuracy.

Responsibilities

• Assist with client onboarding and scheduling appointments.
• Update CRM statuses and manage financial trackers.
• Ensure a professional client experience during meetings.

Skills

Attention to detail

Organizational skills

Interpersonal skills

Bilingual English and Spanish

Tech-savvy

Education

1+ years of experience in wealth management

Background in finance or wealth management

Tools

CRM systems

Financial tracking tools

Job description

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

We don’t just advise — we educate, empower, and guide families toward financial confidence. Our New Business team ensures a seamless client experience from the first point of contact, and that’s where you come in.

If you’re detail‑oriented, organized, and thrive in a fast‑paced financial environment, the Wealth Management Associate role is your opportunity to make a meaningful impact on both clients and the firm.

Role:

The Wealth Management Associate supports the New Business team by ensuring every client’s onboarding process is smooth, accurate, and professional. You will assist with CRM management, financial application tracking, client appointments, and assets under management (AUM) processes.

This role is ideal for someone with strong attention to detail, excellent organizational skills, and a passion for client service, looking to grow within a boutique yet resource‑backed wealth management firm.

Responsibilities:

• Assist with New Business appointments involving Financial Planners, Insurance Specialists, Third Party Managers, and Annuity Processing Managers.
• Update CRM statuses, tier groups, meeting outcomes, and advisor instructions.
• Enter new account information, notes, and documentation into CRM and financial trackers.
• Schedule and confirm client appointments via phone and text.
• Greet clients and ensure a professional experience during meetings with advisors.
• Complete audit calls for client accounts as needed.
• Manage all financial trackers and ensure timely input of client information.
• Complete the AUM process for new applications, including drafting agreements, handling Transfers of Assets (TOA), Standard Payment Instructions (SPI), and Add Advisor forms.
• Assist clients with signing AUM applications and ensure accuracy.
• Open accounts, complete allocations, rollovers, and transfers.
• Send meeting recaps to clients.
• Provide, assist, and review all necessary documentation with clients.
• Always put the client’s best interest first.
• Stay informed on industry regulations, compliance, and tax law changes.
• Support ongoing New Business projects as assigned.
• Pursue ongoing education to enhance financial knowledge.

Requirements:

• 1+ years of experience in wealth management, financial services, or related roles.
• Strong background in finance or wealth management, with knowledge of annuities, life insurance, and investment accounts.
• Bilingual in English and Spanish preferred (verbal and written).
• Exceptional attention to detail and data accuracy.
• Excellent interpersonal skills with the ability to build rapport and trust with clients.
• Self‑motivated, proactive, and eager to learn and grow.
• Tech‑savvy, with proficiency in CRM systems and financial tracking tools.
• Proficiency in data entry with high accuracy.

What We Are Expecting:

• Smooth and accurate onboarding experience that reflects Guerra’s client‑first values.
• Accurate, timely, and thorough CRM and financial tracker updates.
• Consistent support to the New Business team in meeting operational and client experience goals.
• Active contribution to firm growth and smooth client transitions.
• Collaboration with advisors and New Business team to ensure follow‑through on all actions.

Schedule:

Full‑time, role based in Miami, FL.

Standard weekday schedule with flexibility for client appointments as needed.

Compensation:

$45,000–$65,000 Annually (Base Salary + Performance Incentives)
Competitive salary with opportunities for growth, performance bonuses, and skill development.

Base salary plus uncapped commission structure and performance incentives

Referral bonuses for business development

401(k) with company match

Health insurance reimbursement program

20+ combined PTO days (vacation, sick, floating holidays, paid holidays, birthday PTO)

Sponsored industry training and conference attendance

Access to personal financial planning services

Bonus compensation for certifications and licenses (Guerra Growth Lab)

Career advancement within a growing, established firm

Supportive, team‑oriented culture built on continuous learning and accountability

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 join a team that values precision, professionalism, and client‑first service — and want to grow your career in wealth management — this is your opportunity.

Apply today and help us deliver an exceptional client experience at Guerra Wealth Advisors.