Guerra Wealth Advisors · 1 day ago
Meet Guerra Wealth AdvisorsWealth Management Specialist Internship
Miami, FL
Internship
Onsite
Intern
$15/hr - $15/hrGuerra Wealth Advisors is on a mission to redefine retirement planning and elevate how families experience holistic wealth management. The Wealth Management Specialist Intern will support the advisory team by contributing to client servicing activities, updating financial data, and assisting advisors with documentation and communication.
Financial Services
Responsibilities
Update financial planning software (Retirement Analyzer) for all advisor meetings
Prepare client review summaries and retirement analysis documentation
Input advisor notes and update CRM records accurately
Manage and attach financial statements, contracts, and reports to client files
Receive incoming client service calls and emails in a professional and friendly manner
Complete service change requests, account updates, and custodial login setup
Review and process applications, trades, allocation changes, withdrawals, and transfers
Coordinate and follow up on client transfers to ensure completion
Assist with client update reports and outgoing mailings
Support client scheduling and collaborate with WMAs, WMPs, and Advisors
Assist with internal team projects and additional responsibilities as assigned
Maintain clear, professional communication with clients and internal team members
Stay informed on industry regulations, compliance changes, and relevant tax law updates
Always act in the best interest of the client and adhere to company standards
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
Benefits
Real-world experience in financial operations, client services, and wealth management.
Exposure to CRM systems, workflow tracking, and financial planning 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