Guerra Wealth Advisors · 1 day ago
Onboarding Associate
Miami, FL
Full-time
Onsite
Entry, Mid Level
$50K/yr - $65K/yr
1+ years expGuerra Wealth Advisors is a boutique firm focused on redefining retirement planning and providing holistic wealth management services. The Client Onboarding Associate will support the New Business team by ensuring a smooth onboarding process for clients, managing CRM systems, and assisting with various financial processes.
Financial Services
Responsibilities
Assist New Business appointments with Financial Planners, Insurance Specialists, Third Party Managers, and Annuity Processing Managers
Update CRM with statuses, meeting outcomes, advisor instructions, and other key data
Enter new account information, notes, and documentation into CRM and financial trackers
Schedule and confirm client appointments via phone and text
Greet clients and ensure a professional experience during meetings with advisors
Complete audit calls and follow-up on New Business Tracker progress
Update financial planning tools (e.g., Retirement Analyzer, WealthScape, Riskalyze) before and after client meetings
Manage all necessary financial trackers and ensure accurate client information
Complete AUM processes for new applications, including drafting agreements, handling Transfers of Assets (TOA), Standard Payment Instructions (SPI), and Add Advisor forms
Assist clients with signing AUM applications and ensure accuracy
Open accounts in Fidelity, complete account allocations, rollovers, and transfers
Follow advisor instructions based on meeting outcomes and ensure timely follow-up actions
Send meeting recaps to clients
Always put the client’s best interest first
Stay informed on industry regulations, compliance, and tax law changes
Pursue ongoing education to enhance financial knowledge
Support ongoing New Business projects as assigned
Qualification
Required
1+ years of experience in wealth management, financial services, or related roles
Strong background in finance or wealth management, with knowledge of annuities, life insurance, and investment accounts
Exceptional attention to detail and data accuracy
Excellent interpersonal skills with the ability to build rapport and trust with clients
Self-motivated, proactive, and eager to learn and grow
Tech-savvy, with proficiency in CRM systems and financial tracking tools
Preferred
Preferred licenses: SIE and 2-15 (sponsorship available)
Bilingual in English and Spanish preferred (verbal and written)
Benefits
Base salary plus performance bonuses and team incentives
Referral bonuses for business development
401(k) with company match
Health insurance reimbursement program
20+ combined PTO days (vacation, sick, floating holidays, paid 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
Supportive, team-oriented culture built on continuous learning and accountability
Company
Guerra Wealth Advisors
Formerly known as Guerra Financial Group.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase