Wealth Management Onboarding Specialist

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

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.