Guerra Wealth Advisors Client Relationship Specialist Miami, FL · Full time Company website

If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name! The Client Relationship Specialist will foster client and prospect relationships through the collection of testimonials, feedback, and reviews! This person will drive engagement, quality leads, and qualified opportunities. This is achieved through different funnels of interaction while maintaining a sharp in-person and phone presence. They will also have excellent listening skills and the ability to build a rapport with our prospects and clients. If these qualities reflect you and your ambitions, join us today by applying here!


Objectives and Responsibilities

  • Build relationships with prospects and clients
  • Perform quality control surveys
  • Collect client experience testimonials
  • Gather referral opportunities to expand our reach in the community
  • Coordinate and follow up on each client referral
  • Receive incoming client service calls in a friendly manner
  • Input and update notes into CRM and data trackers
  • Maintain professional communication with clients and staff
  • Assist with CRM updates of prospects information including entering notes, creating contacts, running reports, communicating via phone, text message, and email
  • Assisting in the preparation of the marketing events including contacting and prequalifying all potential clients and attending the events
  • Attend marketing/educational events
  • Pursue ongoing education to enhance industry relevant knowledge
  • Other duties as assigned

Experience and Competencies – For success in this role

  • 1+ years of experience in a client facing role
  • Experience in a lead generation role (preferred)
  • Financial industry experience and knowledge (preferred)
  • Excellent interpersonal skills with the ability to establish rapport and trust with clients
  • Strong phone presence 
  • Bilingual in English and Spanish with strong verbal and written communication skills in both languages
  • Must be a go-getter, team-player, and hungry for knowledge and growth!
  • Tech-savvy with the ability and willingness to learn new systems, softwares and processes

Benefits – More than the basics

  • Competitive salary
  • Completion bonuses for relevant licenses/certifications
  • Sponsored industry travel and in-person training
  • PTO: 20+ days
  • 401K or Roth matching plan
  • Health insurance reimbursement
  • Access to personal financial planning

About Guerra Wealth Advisors

Guerra Wealth Advisors is a leading Retirement Planning Firm, driven by a mission to help get our clients to the point where work becomes an option and not an obligation. We achieve this by maximizing returns, minimizing taxes, and protecting our client's legacy. Our vision is to become the most trusted and reputable firm in the country.

Guided by our core values, we believe in constant learning and self-improvement. Communication is also crucial as we value words spoken with respect, professionalism, and in alignment with the company’s goals. Our commitment to unity is reflected in our "All for one, one for all" core value, fostering a culture of mutual support and responsibility within a dedicated team. Here at Guerra Wealth Advisors, we value ownership, accountability, and unwavering integrity, always striving to do the right thing for our team, company, and clients.


$45,000 - $65,000 per year