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Client Success Pro — Wealth Advisory; Hybrid, Miami
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-02-23
Listing for:
Guerra Financial Group
Full Time
position Listed on 2026-02-23
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A financial advisory firm in Miami, Florida, is seeking a Client Success Specialist to strengthen relationships with clients and prospects. This role requires experience in the financial industry, preferably in retirement planning or investments, along with excellent interpersonal skills. The ideal candidate will communicate genuinely and build trust, support marketing events, and maintain CRM documentation. Offering a competitive salary of $45,000–$65,000 annually with additional benefits including bonuses and 401(k) matching.
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