The Wealth Management Associate will set up new financial accounts for clients and assist them in all onboarding procedures! This person will set up and confirm client appointments, use financial planning applications to make portfolio projections/updates and work directly with the advisor on new client accounts. We’re looking for a go-getter with an excellent phone presence, listening skills and attention to detail.
Join and grow with a reputable family owned and run Financial Advisory Firm. This is an exciting opportunity for a sales-minded and strategy-driven individual, with a passion for financial literacy and a genuine interest in communicating with clients daily. We are seeking a full time Wealth Management Associate at Guerra Financial Group in Miami, FL.
Requirements and Skill Set:
Who is Guerra Financial Group?
Guerra Financial Group is a family owned and run financial advisory firm located in Miami, FL. With 30+ team members we manage over $800 million for over 2,500 clients across the country. As fiduciary advisors, we create customized financial strategies that transform family legacies through retirement planning, insurance and asset protection planning, personal finance coaching, estate planning, tax preparation and planning.
$50,000 - $65,000 per year