Wealth Management Associate (55,000

At Guerra Wealth Advisors were 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 weve built a boutique firm that combines world-class financial expertise with a deeply personal touch.

We dont 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 thats where you come in.

If youre 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.

The Wealth Management Associate supports the New Business team by ensuring every clients 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.

• 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 clients 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.

• 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.

• Smooth and accurate onboarding experience that reflects Guerras 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.

• Full-timerole based in Miami FL.

• Standard weekday schedule with flexibility for client appointments as needed.

$45000$65000 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 theyll 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 whats right over whats easy even when no ones watching.

If youre 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.

Connect with Talent Acquisition:
Melissa Mills
Tel.: (305) 393 - 8759
emailprotected