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Wealth Management Associate: Client Onboarding & Growth
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-06-13
Listing for:
Guerra Financial Group
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance -
Customer Service/HelpDesk
Banking & Finance
Job Description & How to Apply Below
Guerra Wealth Advisors is seeking a dedicated Wealth Management Associate in Miami, FL to ensure a seamless client onboarding experience. This full-time role involves managing financial applications, client interactions, and assisting with CRM updates.
Ideal candidates will have over a year of relevant experience, strong attention to detail, and proficiency in both English and Spanish. The role offers competitive compensation, bonuses, and opportunities for personal growth in a supportive environment.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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