Wealth Management Associate: Client Onboarding & Growth

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

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.