Guerra Wealth Advisors · 1 week ago
Meet Guerra Wealth AdvisorsClient Processor Internship
Miami, FL
Internship
Onsite
Intern
$15/hr - $15/hrGuerra Wealth Advisors is a boutique firm specializing in holistic wealth management and retirement planning. They are seeking an Onboarding Processor Intern to support the New Business team with client onboarding processes and maintain CRM systems, providing a valuable opportunity for students interested in financial services.
Financial Services
Responsibilities
Support the Onboarding Associate in onboarding new clients and processing documentation
Track the progress of financial forms and applications
Maintain CRM systems with accurate and timely notes
Assist in preparing paperwork and reviewing for completeness
Help manage internal trackers and ensure process documentation is up to date
Participate in team meetings, client follow-ups, and administrative coordination
Learn about financial products, services, and compliance requirements
Assist with ongoing New Business projects as assigned
Always put the client's best interest first
Qualification
Required
Currently enrolled in an undergraduate program (Finance, Business Administration, Economics, or related field). Junior/Senior status preferred
Proficiency with Microsoft Office; CRM experience is a plus
Excellent verbal and written communication skills
Exceptionally detail-oriented with strong organizational and time management skills
Eager to learn new tools, processes, and systems
Comfortable working both independently and within a team setting
Bilingual in English and Spanish is a MUST
Availability of 15–25 hours/week for the internship duration (up to 35 hours/week available if desired)
Benefits
Real-world experience in financial operations, client onboarding, and account administration.
Exposure to CRM systems, workflow tracking, and new business processes.
Mentorship from experienced operations professionals and insight into the financial planning lifecycle.
Ongoing training and certification sponsorship opportunities.
Performance-based bonuses and future consideration for part-time or full-time roles.
The chance to contribute to a mission-driven team that prioritizes personal development, ownership, and integrity.
Company
Guerra Wealth Advisors
Formerly known as Guerra Financial Group.
Founded in 1986
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase