Wealth Management Associate ($55,000 - $70,000)

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+ combined PTO days

Sponsored industry training

Bonus for certifications and licenses

Job summary

Guerra Wealth Advisors is seeking a dedicated Wealth Management Associate in Miami, FL to ensure a seamless client onboarding experience. This full-time role involves managing financial applications, client interactions, and assisting with CRM updates.

Ideal candidates will have over a year of relevant experience, strong attention to detail, and proficiency in both English and Spanish. The role offers competitive compensation, bonuses, and opportunities for personal growth in a supportive environment.

Qualifications

• 1+ years of experience in wealth management or financial services.
• Strong background in finance with knowledge of annuities and investment accounts.
• Exceptional attention to detail and data accuracy.

Responsibilities

• Assist with New Business appointments involving Financial Planners.
• Update CRM statuses and manage financial trackers.
• Schedule and confirm client appointments via phone and text.

Skills

Attention to detail

Interpersonal skills

Tech-savviness

Bilingual (English/Spanish)

Tools

CRM systems

Financial tracking tools

Job description

Wealth Management Associate ($55,000 - $70,000)

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.

Values

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.

Apply today and help us deliver an exceptional client experience at Guerra Wealth Advisors. Connect with Talent Acquisition: Melissa Mills Tel.: [phone] [e-mail]