Meet Guerra Wealth AdvisorsEvents Assistant (Part-Time) jobs in United States
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Guerra Wealth Advisors ยท 1 day ago

Meet Guerra Wealth AdvisorsEvents Assistant (Part-Time)

Guerra Wealth Advisors is a boutique firm focused on redefining retirement planning and wealth management. They are seeking an Events Assistant to support the planning and execution of educational seminars and community events, ensuring a high standard of guest experience and operational excellence.

Financial Services

Responsibilities

Support the Event Coordinator and Marketing Manager in planning and executing events
Assist with venue setup, event materials, and post-event breakdown
Welcome guests with professionalism and a service-first attitude during events
Maintain event documentation, and follow up with vendors
Participate in post-event debriefs and offer ideas to improve event quality and efficiency
Support general administrative and project tasks as needed

Qualification

Event ManagementGoogle WorkspaceOrganizational SkillsCRM SystemsInterpersonal Communication

Required

Education in Event Management, Marketing, Communications, Hospitality, or related field OR 1+ year of experience in customer service, events, administrative, or hospitality roles
Strong organizational skills and sharp attention to detail
Professional interpersonal communication
Ability to work evenings and weekends for events
Ability to lift and transport event materials and remain active during event hours
Proficiency in Google Workspace; familiarity with CRM systems (Salesforce, HubSpot) a plus
Eagerness to learn, grow, and contribute in a mission-driven, team-oriented environment

Benefits

Referral bonuses for business development
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
Supportive, team-oriented culture built on continuous learning and accountability

Company

Guerra Wealth Advisors

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Formerly known as Guerra Financial Group.

Funding

Current Stage
Early Stage
Company data provided by crunchbase