First Impressions Coordinator​/Receptionist

Meet Guerra Wealth Advisors

At Guerra Wealth Advisors, we’re on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over 40 years of excellence serving clients in South Florida and nationwide, we’ve built a boutique firm that blends world-class financial expertise with a deeply personal touch.

We don’t just advise. We educate, empower, and guide families toward financial confidence. And that experience begins the moment a client walks through our doors.

If you take pride in warm hospitality, notice the small details others miss, and want to be the first face of a growing, established firm, Guerra Wealth Advisors is calling your name.

“Start here, grow fast, make every first impression count.”

We’re growing our front office and adding a First Impressions Receptionist to join our current First Impressions team of one. You will be the first face, voice, and experience our clients and prospects encounter. This is not a traditional reception job. It’s a hospitality-driven role that sets the tone for every meeting, from the welcome and the refreshments to a polished, client-ready office all day long.

This role is ideal for someone with experience in hospitality, reception, or client service who is warm, organized, and thrives on creating a first impression people remember.

• Prepare the office each morning, including lights, lobby and meeting room TVs, and the lobby video playlist.
• Review the daily schedules for Advisors and Wealth Management Associates in Salesforce and calendars to plan meeting room usage.
• Reserve offices strategically based on the day’s appointments, placing the best available office for discovery meetings.
• Print and place door signs for in‑office meetings once the client arrives.
• Keep every meeting room client-ready, including whiteboards, markers, chairs, trash, and a stocked snack and welcome setup.
• Warmly greet every client, prospect, and visitor, confirming their name and who they are meeting with.
• Notify advisors promptly of client arrivals via team chat and in person, and help meetings start on time.
• Offer and serve beverages (espresso, cortadito, water, tea) on the designated tray and escort clients to their meeting room.
• Deliver the discovery meeting welcome experience, including the welcome gift box, and track gift inventory.
• Handle walk‑in clients by greeting them, providing the intake form, and directing them to the right team member.
• Coordinate meeting room use across client appointments, team requests, and walk‑ins, always prioritizing the client experience.
• Monitor office comfort, including temperature, and resolve issues quickly.
• Invite waiting clients to upcoming firm events, such as Black & Gold events and Financial Forums, when appropriate.
• Refresh door sign designs throughout the year to reflect seasons, holidays, and special occasions.

• 1+ years of experience in reception, hospitality, or client service (financial services experience is a plus, not required).
• Bilingual in English and Spanish (verbal and written).
• Warm, polished, and professional presence with excellent interpersonal skills.
• Strong organizational skills and attention to detail, with the ability to multitask in a fast‑paced office.
• Proficiency in Google Workspace and comfort learning new systems (CRM, team chat, scheduling tools).
• Reliable, punctual, and able to work in‑office on a standard weekday schedule.
• Team‑player mindset with a service‑first attitude.

• An exceptional, consistent first impression for every client and visitor.
• Offices and common areas that are clean, polished, and client-ready at all times.
• Smooth meeting flow, with advisors notified promptly and meetings starting on time.
• Accurate…