Guerra Wealth Advisors · 2 days ago
Client Success Specialist
Miami, FL
Full-time
Hybrid
Entry Level
$45K/yr - $65K/yr
1+ years expGuerra Wealth Advisors is on a mission to redefine retirement planning and elevate how families experience holistic wealth management. The Client Success Specialist plays a vital role in strengthening relationships with clients and prospects, focusing on building trust and generating referrals to help families secure their financial future.
Financial Services
Responsibilities
Build relationships with prospects and clients through professional, genuine communication
Conduct client experience surveys and quality assurance follow-ups
Collect testimonials, feedback, and reviews that showcase the Guerra client experience
Handle incoming client service calls with warmth, empathy, and efficiency
Proactively identify and pursue referral opportunities from satisfied clients
Coordinate and follow up on each referral to ensure timely outreach and engagement
Support marketing and educational events through pre-qualification calls and attendance
Represent Guerra Wealth Advisors at client events with professionalism and enthusiasm
Maintain accurate and detailed notes in the CRM system
Update client and prospect records, run reports, and support data tracking initiatives
Assist with marketing event preparation and prospect communication via phone, text, and email
Participate in ongoing education and industry training to enhance your knowledge and contribution
Perform other duties as needed to support the firm’s client engagement strategy
Qualification
Required
1+ years of experience in a client-facing role
Excellent interpersonal skills with a natural ability to establish rapport and trust
Strong phone presence and confident communication style
Tech-savvy with the ability to quickly learn new systems and software
Positive attitude, team-player mindset, and a passion for personal growth
Self-motivated, organized, and driven to exceed expectations
Preferred
Experience in lead generation or referral-based roles
Financial industry or retirement investment experience
Bilingual in English and Spanish (verbal and written) strongly preferred
Benefits
Base salary plus uncapped commission and performance bonuses
Referral and business development bonuses
401(k) with company match
Health/Dental/Vision Plans offered
20+ combined PTO days (vacation, sick, floating 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
Culture of continuous learning and professional growth
Company
Guerra Wealth Advisors
Formerly known as Guerra Financial Group.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase