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Financial Services

Wealth Management Onboarding Specialist

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Guerra Financial Group
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Services
Salary/Wage Range or Industry Benchmark: 45000 - 65000 USD Yearly USD 45000.00 65000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm is seeking a Wealth Management Associate in Miami, FL. This full-time role focuses on ensuring a seamless onboarding experience for clients, handling CRM management, and supporting the New Business team. Ideal candidates are detail-oriented, organized, and have 1+ years of relevant experience. Compensation ranges from $45,000 to $65,000 annually, with competitive benefits and opportunities for growth.

If you're passionate about client service and eager to learn, apply today.
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