Guerra Wealth Advisors · 1 day ago
Meet Guerra Wealth AdvisorsClient Engagement & Referral Manager
Miami, FL
Full-time
Hybrid
Mid, Senior Level
$45K/yr - $65K/yr
5+ years expGuerra Wealth Advisors is dedicated to redefining retirement planning and enhancing holistic wealth management for families. The Client Engagement & Referral Manager is responsible for building relationships, driving client engagement, and generating referrals to support the firm's growth.
Financial Services
Responsibilities
Conduct face-to-face and virtual meetings to gather testimonials and feedback
Perform quality assurance surveys to ensure exceptional service delivery
Build and maintain strong, lasting relationships with existing clients and prospects
Handle incoming client service inquiries with professionalism, warmth, and care
Proactively identify and cultivate referral opportunities from satisfied clients
Coordinate and execute structured follow-up strategies for all client referrals
Support marketing and event initiatives through client outreach and pre-qualification
Strengthen Guerra’s community presence through active relationship building
Maintain accurate CRM records and detailed notes on all client interactions
Support prospect management and lead qualification processes
Collaborate with the advisory and marketing teams to align on communication strategies
Participate in professional development and industry education to stay sharp and relevant
Qualification
Required
5+ years of financial services experience (banking, investments, insurance, or planning)
Proven success in client relationship management and face-to-face interaction
Sales or business development background with a track record of referral generation
Strong verbal and written communication skills; bilingual (English/Spanish) preferred
Comfortable requesting feedback, testimonials, and referrals in a consultative way
Professional maturity and credibility within the financial industry
Proficiency with CRM systems and technology platforms
Highly organized, self-motivated, and team-oriented
Commitment to ethical practices and a client-first approach
Preferred
bilingual (English/Spanish)
Benefits
Base salary plus uncapped commission and performance incentives
Referral and business development bonuses
401(k) with company match
Health insurance reimbursement program
20+ combined PTO days (vacation, sick, holidays, birthday PTO)
Sponsored industry training and conference attendance
Access to personal financial planning services
Bonus compensation for certifications and licenses (Guerra Growth Lab)
Ongoing education and skill development opportunities
Career advancement within a growing, established firm
Company
Guerra Wealth Advisors
Formerly known as Guerra Financial Group.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase